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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $3,047 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $916 |
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 | $32,269 | $46,732-30.9% | $156,551-79.4% | $55,167-41.5% |
| Participation rate | 22.4% | 65.8%-43.4pp | 84.0%-61.6pp | 69.0%-46.6pp |
| Annual return | 8.61% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $532 | $2,204-75.9% | $4,871-89.1% | $3,054-82.6% |
| Admin fee / account holder | $67 | $418-83.9% | $13,028-99.5% | $504-86.7% |