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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 218 W STATE STREET · MEDIA, PA 19063 | Recordkeeping | $139,883 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $51,965 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,530 | $55,453+422.1% | $170,435+69.9% | $62,293+364.8% |
| Participation rate | 89.8% | 66.4%+23.4pp | 83.6%+6.2pp | 69.5%+20.3pp |
| Annual return | 17.41% | 21.38%-4.0pp | 205.94%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $8,845 | $2,164+308.8% | $5,432+62.8% | $2,042+333.1% |
| Participant deferral / active EE | $7,734 | $2,303+235.9% | $4,939+56.6% | $3,169+144.0% |
| Admin fee / account holder | $1,599 | $455+251.4% | $13,881-88.5% | $479+233.6% |