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| Provider | Service type | Compensation |
|---|---|---|
O'BRIEN GREENE & CO., INC.2 years Service code 15 218 W STATE STREET · MEDIA, PA 19063 | Recordkeeping | $161,956 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $38,169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $238,030 | $75,962+213.4% | $154,108+54.5% | $64,173+270.9% |
| Participation rate | 95.7% | 70.4%+25.3pp | 83.0%+12.7pp | 69.6%+26.2pp |
| Annual return | -3.25% | 30.32%-33.6pp | 735.21%-738.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $8,523 | $3,350+154.4% | $5,298+60.9% | $2,381+258.0% |
| Participant deferral / active EE | $7,794 | $3,175+145.5% | $5,081+53.4% | $3,470+124.6% |
| Admin fee / account holder | $1,569 | $5,589-71.9% | $13,411-88.3% | $4,887-67.9% |