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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,999 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $235 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,654 | $52,961+90.1% | $172,755-41.7% | $65,185+54.4% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 23.74% | 30.12%-6.4pp | 802.94%-779.2pp | 29.38%-5.6pp |
| Employer contribution / active EE | $5,935 | $2,190+171.0% | $5,144+15.4% | $2,177+172.7% |
| Participant deferral / active EE | $5,096 | $2,471+106.2% | $5,198-2.0% | $3,514+45.0% |
| Admin fee / account holder | $135 | $472-71.5% | $13,955-99.0% | $847-84.1% |