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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,390 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,552 | $76,112+89.9% | $96,544+49.7% | $71,529+102.1% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.8pp | 67.9%+25.8pp |
| Annual return | 29.79% | 22.80%+7.0pp | 25.88%+3.9pp | 28.97%+0.8pp |
| Employer contribution / active EE | $6,547 | $2,248+191.2% | $2,966+120.7% | $2,590+152.8% |
| Participant deferral / active EE | $5,475 | $4,217+29.8% | $4,851+12.9% | $4,291+27.6% |
| Admin fee / account holder | $51 | $2,708-98.1% | $8,254-99.4% | $1,588-96.8% |