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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $8,385 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $240 |
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 | $8,473 | $52,967-84.0% | $172,753-95.1% | $65,186-87.0% |
| Participation rate | 81.7% | 66.2%+15.5pp | 82.6%-0.9pp | 70.2%+11.5pp |
| Annual return | 22.09% | 30.12%-8.0pp | 803.00%-780.9pp | 29.39%-7.3pp |
| Employer contribution / active EE | $891 | $2,190-59.3% | $5,144-82.7% | $2,177-59.1% |
| Participant deferral / active EE | $1,839 | $2,471-25.6% | $5,198-64.6% | $3,514-47.7% |
| Admin fee / account holder | $142 | $472-69.9% | $13,956-99.0% | $847-83.2% |