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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $48,194 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $38,274 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $6,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,795 | $39,443-62.5% | $73,550-79.9% | $80,976-81.7% |
| Participation rate | 7.7% | 35.9%-28.3pp | 54.9%-47.3pp | 68.3%-60.6pp |
| Annual return | 13.38% | 18.39%-5.0pp | -15.16%+28.5pp | 22.91%-9.5pp |
| Employer contribution / active EE | $16 | $463-96.5% | $1,219-98.7% | $2,402-99.3% |
| Participant deferral / active EE | $126 | $1,131-88.9% | $1,804-93.0% | $3,848-96.7% |
| Admin fee / account holder | $76 | $72+4.9% | $2,320-96.7% | $67+12.2% |