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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,939 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 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 | $113,066 | $65,437+72.8% | $86,698+30.4% | $66,949+68.9% |
| Participation rate | 94.6% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.8pp |
| Annual return | -7.56% | -10.91%+3.4pp | 35.96%-43.5pp | 1.57%-9.1pp |
| Employer contribution / active EE | $6,035 | $2,154+180.2% | $2,837+112.7% | $2,545+137.1% |
| Participant deferral / active EE | $4,972 | $4,102+21.2% | $4,656+6.8% | $4,239+17.3% |
| Admin fee / account holder | $155 | $642-75.8% | $7,492-97.9% | $594-73.9% |