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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.1+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $22,647 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,960 | $86,791-83.9% | $115,038-87.9% | $59,188-76.4% |
| Participation rate | 24.6% | 72.8%-48.3pp | 81.4%-56.8pp | 69.4%-44.8pp |
| Annual return | 0.09% | 4.44%-4.3pp | 26.14%-26.0pp | 5.51%-5.4pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $554 | $5,298-89.5% | $6,026-90.8% | $3,265-83.0% |
| Admin fee / account holder | $17 | $95-82.0% | $8,175-99.8% | $92-81.4% |