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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 22 · EIN 47-0533629 | Insurance Broker | $27,485 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 11 · EIN 38-3712991 | Actuarial | $8,962 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 11.32% | 4.93%+6.4pp | 7.32%+4.0pp | 9.30%+2.0pp |
| Employer contribution / active EE | $13,180 | $32,616-59.6% | $23,426-43.7% | $43,748-69.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |