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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $15,963 |
Service code 10 9401 W 87TH STREET · OVERLAND PARK, KS 66212 | Accounting | $7,750 |
EIP CORP4+ years Filed as: EIP CORP. Service code 13 · EIN 48-0949535 7300 W 110TH STREET · OVERLAND PARK, KS 66210 | Contract Administrator | $2,513 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,815 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,506 |
TD AMERITRADE, INC.2 years Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,583 | $73,102+10.2% | $123,552-34.8% | $56,287+43.2% |
| Participation rate | 59.3% | 74.3%-15.1pp | 82.3%-23.0pp | 69.9%-10.6pp |
| Annual return | -5.76% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,453 | $2,977-51.2% | $4,628-68.6% | $2,111-31.2% |
| Participant deferral / active EE | $2,773 | $5,423-48.9% | $6,426-56.8% | $3,350-17.2% |
| Admin fee / account holder | $37 | $554-93.4% | $9,285-99.6% | $521-93.0% |