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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,512 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,049 |
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 | $92,737 | $60,165+54.1% | $74,184+25.0% | $55,167+68.1% |
| Participation rate | 68.1% | 74.2%-6.1pp | 76.6%-8.5pp | 69.0%-0.9pp |
| Annual return | 8.56% | 10.00%-1.4pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,423 | $1,600-11.0% | $2,370-39.9% | $1,963-27.5% |
| Participant deferral / active EE | $3,822 | $2,973+28.6% | $3,550+7.7% | $3,054+25.1% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |