Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Claims processing; Sub-transfer agenc... | $9,286 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $2,084 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,504 | $36,916-39.0% | $156,551-85.6% | $57,658-61.0% |
| Participation rate | 77.3% | 63.4%+13.9pp | 84.0%-6.7pp | 70.2%+7.1pp |
| Annual return | 2.51% | 12.38%-9.9pp | 32.23%-29.7pp | 5.13%-2.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,623 | $1,926+88.2% | $4,871-25.6% | $3,061+18.4% |
| Admin fee / account holder | $20 | $82-75.5% | $13,028-99.8% | $95-78.6% |