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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL DIRECTIONS, LLC3+ years Service code 26 · EIN 58-2592093 | Advisory (Participants) | $49,664 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $11,638 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $8,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,975 | $89,355+107.0% | $141,162+31.0% | $72,985+153.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -2.81% | 111.85%-114.7pp | 71.39%-74.2pp | 81.00%-83.8pp |
| Employer contribution / active EE | $5,644 | $3,114+81.2% | $4,735+19.2% | $2,440+131.3% |
| Participant deferral / active EE | $6,328 | $5,418+16.8% | $6,709-5.7% | $3,607+75.4% |
| Admin fee / account holder | $600 | $5,958-89.9% | $10,261-94.2% | $5,124-88.3% |