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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,095 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,249 | $84,940+43.9% | $111,306+9.8% | $79,389+54.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 17.73% | 17.45%+0.3pp | 54.67%-36.9pp | 116.89%-99.2pp |
| Employer contribution / active EE | $6,380 | $1,979+222.3% | $2,732+133.5% | $2,428+162.8% |
| Participant deferral / active EE | $4,799 | $3,889+23.4% | $4,488+6.9% | $4,046+18.6% |
| Admin fee / account holder | $32 | $537-94.0% | $7,966-99.6% | $626-94.8% |