Filed October 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,552 |
SAGEPOINT FINANCIAL INC9+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $41,433 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $9,135 |
TD AMERITRADE, INC.9+ 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 | $61,789 | $69,823-11.5% | $76,872-19.6% | $74,460-17.0% |
| Participation rate | 94.8% | 70.0%+24.8pp | 69.6%+25.2pp | 70.7%+24.1pp |
| Annual return | 15.91% | 19.99%-4.1pp | 37.90%-22.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $5,512 | $2,148+156.6% | $2,533+117.6% | $2,638+108.9% |
| Participant deferral / active EE | $8,588 | $3,558+141.4% | $3,832+124.1% | $4,530+89.6% |
| Admin fee / account holder | $179 | $398-54.9% | $5,476-96.7% | $348-48.5% |