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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORZONS INC.1 year Service code 15 · EIN 76-0551734 | Recordkeeping | $2,765 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $495 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,253 | $76,551-87.9% | $123,894-92.5% | $62,881-85.3% |
| Participation rate | 97.3% | 73.0%+24.3pp | 81.4%+15.8pp | 69.3%+28.0pp |
| Annual return | 15.21% | 18.68%-3.5pp | 47.52%-32.3pp | 20.14%-4.9pp |
| Employer contribution / active EE | $1,486 | $2,882-48.4% | $4,617-67.8% | $2,281-34.8% |
| Participant deferral / active EE | $1,771 | $4,840-63.4% | $5,984-70.4% | $3,203-44.7% |
| Admin fee / account holder | $24 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |