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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5+ years Service code 14 · EIN 61-1667838 | Plan Administrator | $269,466 |
NOVUS ADVISORS5+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $96,719 |
NEEDLES & ASSOCIATES, LLC3 years Service code 10 · EIN 51-0435869 | Accounting | $53,044 |
BENEFIT SOURCE INC.4 years Service code 15 1629 EAST NORTH STREET · GREENVILLE, SC 29607 | Recordkeeping | $47,515 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $14,731 |
Service code 29 2540 SEVERN AVENUE, SUITE 400 · METAIRIE, LA 70002 | Legal | $80 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,645 | $95,776-87.8% | $162,163-92.8% | $77,787-85.0% |
| Participation rate | 58.2% | 88.6%-30.4pp | 87.6%-29.3pp | 73.2%-15.0pp |
| Annual return | 10.79% | 37.03%-26.2pp | 115.59%-104.8pp | 32.57%-21.8pp |
| Employer contribution / active EE | $2,469 | $3,874-36.3% | $5,614-56.0% | $2,504-1.4% |
| Participant deferral / active EE | $54 | $6,125-99.1% | $7,298-99.3% | $3,967-98.6% |
| Admin fee / account holder | $242 | $88+175.9% | $10,843-97.8% | $100+141.7% |