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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 22 · EIN 47-0533629 | Insurance Broker | $27,469 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 11 · EIN 38-3712991 | Actuarial | $8,672 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 22.00% | -14.68%+36.7pp | -2.84%+24.8pp | 259.17%-237.2pp |
| Employer contribution / active EE | $9,435 | $47,728-80.2% | $33,329-71.7% | $41,471-77.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |