Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-3838543 | Advisory (Plan) | $38,741 |
Service code 13 · EIN 59-3092339 | Contract Administrator | $12,057 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $9,200 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,927 | $89,739-25.4% | $149,721-55.3% | $62,293+7.4% |
| Participation rate | 79.0% | 85.1%-6.1pp | 87.1%-8.1pp | 69.5%+9.5pp |
| Annual return | 16.01% | 21.01%-5.0pp | 1501.67%-1485.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,960 | $3,233-39.4% | $5,444-64.0% | $2,042-4.0% |
| Participant deferral / active EE | $4,802 | $4,797+0.1% | $6,568-26.9% | $3,169+51.5% |
| Admin fee / account holder | $480 | $551-13.0% | $11,282-95.7% | $479+0.1% |