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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,341 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $367,877 | $89,652+310.3% | $141,197+160.5% | $65,186+464.3% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.5pp | 70.2%+23.8pp |
| Annual return | 19.70% | 32.79%-13.1pp | 71.41%-51.7pp | 29.39%-9.7pp |
| Employer contribution / active EE | $17,210 | $3,065+461.6% | $4,736+263.4% | $2,177+690.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $67 | $569-88.2% | $10,265-99.3% | $847-92.1% |