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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 50 · EIN 23-1945930 | Direct Payment | $518 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $20 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,477 | $68,413-84.7% | $123,105-91.5% | $55,191-81.0% |
| Participation rate | 36.0% | 84.5%-48.5pp | 86.8%-50.7pp | 69.2%-33.1pp |
| Annual return | 100.09% | 6.30%+93.8pp | 13.22%+86.9pp | 10.78%+89.3pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,245 | $4,490-50.0% | $6,229-64.0% | $3,046-26.3% |
| Admin fee / account holder | $5 | $88-94.8% | $9,014-99.9% | $91-95.0% |