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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,667 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,491 | $167,352+3.1% | $143,788+20.0% | $134,509+28.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.50% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $24,375 | $5,620+333.7% | $4,952+392.3% | $4,741+414.2% |
| Participant deferral / active EE | $19,219 | $6,447+198.1% | $5,638+240.9% | $6,400+200.3% |
| Admin fee / account holder | $262 | $18,091-98.6% | $14,675-98.2% | $11,427-97.7% |