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| Provider | Service type | Compensation |
|---|---|---|
ARBOR POINT ADVISORS LLC1 year Filed as: ARBOR POINT ADVISORS Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $9,291 |
BSB1 year Filed as: BSB FINANCIAL SERVICES INC Service code 27 7509 DRAPER AVE · LA JOLLA, CA 92037 | Advisory (Plan) | $8,731 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,071 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $7 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $59,157 | $77,816-24.0% | $123,552-52.1% | $64,173-7.8% |
| Participation rate | 82.3% | 74.7%+7.6pp | 82.3%0pp | 69.6%+12.7pp |
| Annual return | -5.23% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,612 | $5,240+26.2% | $6,426+2.9% | $3,470+90.6% |
| Admin fee / account holder | $180 | $5,519-96.7% | $9,285-98.1% | $4,887-96.3% |