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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $11,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,402 |
OPEN TEXT1 year Filed as: OPEN BROKERAGE WINDOW Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,791 | $42,901-49.2% | $91,227-76.1% | $64,824-66.4% |
| Participation rate | 59.8% | 68.1%-8.3pp | 73.2%-13.4pp | 71.5%-11.6pp |
| Annual return | 1.51% | -13.53%+15.0pp | 114.14%-112.6pp | 32.84%-31.3pp |
| Employer contribution / active EE | $2,011 | $1,571+28.0% | $2,851-29.5% | $2,507-19.8% |
| Participant deferral / active EE | $3,264 | $3,501-6.8% | $4,234-22.9% | $4,311-24.3% |
| Admin fee / account holder | $33 | $131-75.1% | $5,423-99.4% | $188-82.6% |