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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION1+ years Service code 21 · EIN 35-1550787 | Bank Trustee | $34,008 |
TD AMERITRADE, INC.1+ years Filed as: TD WATERHOUSE Service code 27 · EIN 13-3842038 | Advisory (Plan) | $25,569 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $10,454 |
DULIN, WARD & DEWALD, INC.1+ years Filed as: DULIN, WARD & DEWALD Service code 10 · EIN 35-1344820 | Accounting | $8,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,971 | $50,643+26.3% | $106,619-40.0% | $55,167+16.0% |
| Participation rate | 99.4% | 65.6%+33.8pp | 78.0%+21.4pp | 69.0%+30.4pp |
| Annual return | 7.46% | 7.02%+0.4pp | 9.42%-2.0pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,499 | $1,626+115.2% | $3,947-11.3% | $1,963+78.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $392 | $488-19.6% | $6,418-93.9% | $504-22.1% |