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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 59-3092339 | Contract Administrator | $16,312 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $127 |
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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,608 | $31,424-63.1% | $81,473-85.8% | $69,631-83.3% |
| Participation rate | 23.8% | 50.8%-27.0pp | 68.0%-44.1pp | 70.7%-46.9pp |
| Annual return | 268.43% | 22.44%+246.0pp | 38.78%+229.6pp | 27571.02%-27302.6pp |
| Employer contribution / active EE | $90 | $1,029-91.2% | $2,568-96.5% | $2,032-95.6% |
| Participant deferral / active EE | $276 | $1,838-85.0% | $3,537-92.2% | $3,224-91.4% |
| Admin fee / account holder | $113 | $103+9.8% | $4,561-97.5% | $110+2.0% |