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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,090 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $75 |
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 | $104,946 | $58,888+78.2% | $178,499-41.2% | $73,493+42.8% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 16.67% | 24.86%-8.2pp | 151.10%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $6,157 | $2,236+175.3% | $5,011+22.9% | $2,270+171.2% |
| Participant deferral / active EE | $5,408 | $2,568+110.6% | $5,202+3.9% | $3,740+44.6% |
| Admin fee / account holder | $114 | $400-71.6% | $13,986-99.2% | $513-77.8% |