Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.4+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $95,421 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $18,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $223,388 | $73,102+205.6% | $123,553+80.8% | $56,289+296.9% |
| Participation rate | 77.4% | 74.3%+3.1pp | 82.3%-4.9pp | 69.9%+7.5pp |
| Annual return | -5.77% | 3.01%-8.8pp | 119.21%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $7,472 | $2,977+151.0% | $4,628+61.5% | $2,111+253.9% |
| Participant deferral / active EE | $6,520 | $5,423+20.2% | $6,426+1.5% | $3,350+94.6% |
| Admin fee / account holder | $393 | $554-29.1% | $9,284-95.8% | $521-24.6% |