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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,144 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,265 | $54,320+64.3% | $67,652+31.9% | $52,331+70.6% |
| Participation rate | 68.9% | 73.6%-4.7pp | 75.7%-6.8pp | 68.1%+0.8pp |
| Annual return | 1.06% | 6.81%-5.7pp | 6625.40%-6624.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,311 | $1,544-15.1% | $2,266-42.1% | $1,882-30.3% |
| Participant deferral / active EE | $3,483 | $2,950+18.1% | $3,560-2.2% | $3,022+15.3% |
| Admin fee / account holder | $22 | $527-95.8% | $4,821-99.5% | $592-96.3% |