Filed October 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,121 |
SAGEPOINT FINANCIAL INC8+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $41,711 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,191 | $56,503+4.8% | $69,884-15.3% | $64,819-8.7% |
| Participation rate | 97.5% | 70.5%+27.1pp | 70.5%+27.0pp | 71.5%+26.1pp |
| Annual return | -14.74% | -13.44%-1.3pp | 190.81%-205.6pp | 32.84%-47.6pp |
| Employer contribution / active EE | $3,997 | $2,046+95.3% | $2,560+56.1% | $2,507+59.4% |
| Participant deferral / active EE | $6,148 | $3,389+81.4% | $3,848+59.8% | $4,311+42.6% |
| Admin fee / account holder | $175 | $160+9.2% | $6,266-97.2% | $188-6.8% |