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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 20-8714603 | Actuarial | $63,790 |
VALUE CONSULTING GROUP1+ years Filed as: VALUE ARCHITECTS ASSET MANAGEMENT Service code 12 50 HARRISON STREET · HOBOKEN, NJ 07030 | Claims processing | $49,923 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $12,916 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $9,813 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | -4.67% | 45.66%-50.3pp | 5.00%-9.7pp | 11.88%-16.5pp |
| Employer contribution / active EE | $1,667 | $9,637-82.7% | $35,918-95.4% | $14,612-88.6% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |