Filed October 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $48,091 |
SAGEPOINT FINANCIAL INC5+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $36,386 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $34 |
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 | $54,578 | $55,790-2.2% | $76,657-28.8% | $67,579-19.2% |
| Participation rate | 99.2% | 71.1%+28.1pp | 72.1%+27.1pp | 71.3%+27.9pp |
| Annual return | 21.43% | 64.45%-43.0pp | 1166.74%-1145.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,520 | $1,810+39.2% | $2,303+9.4% | $2,148+17.3% |
| Participant deferral / active EE | $4,077 | $2,875+41.8% | $3,335+22.2% | $3,539+15.2% |
| Admin fee / account holder | $184 | $159+15.5% | $6,423-97.1% | $142+29.2% |