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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $3,584 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $948 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,835 | $46,360-40.0% | $147,617-81.1% | $52,331-46.8% |
| Participation rate | 23.5% | 64.9%-41.4pp | 84.6%-61.1pp | 68.1%-44.6pp |
| Annual return | -0.73% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $564 | $2,258-75.0% | $4,895-88.5% | $3,022-81.4% |
| Admin fee / account holder | $73 | $766-90.5% | $11,612-99.4% | $592-87.6% |