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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 21 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $39,191 |
PATRICK WILLIAMS2+ years Service code 26 · EIN 41-3634137 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Participants) | $22,000 |
LT TRUST COMPANY2+ years Filed as: LT TRUST Service code 14 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Plan Administrator | $21,649 |
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.
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 | $64,409 | $41,281+56.0% | $109,313-41.1% | $57,658+11.7% |
| Participation rate | 17.5% | 59.3%-41.8pp | 71.3%-53.7pp | 70.2%-52.7pp |
| Annual return | 6.55% | 8.97%-2.4pp | 22.07%-15.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $353 | $1,201-70.6% | $3,892-90.9% | $1,974-82.1% |
| Participant deferral / active EE | $429 | $2,223-80.7% | $3,166-86.5% | $3,061-86.0% |
| Admin fee / account holder | $353 | $75+369.2% | $5,666-93.8% | $95+273.5% |