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| Provider | Service type | Compensation |
|---|---|---|
DAVIDSON CAPITAL CORPORATION1+ years Service code 27 705 PENINSULA DRIVE · DAVIDSON, NC 28036 | Advisory (Plan) | $60,036 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $33,804 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 717 17TH STREET · DENVER, CO 802023331 | Bank Trustee | $8,226 |
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.
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.
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 | $62,090 | $55,182+12.5% | $73,309-15.3% | $55,191+12.5% |
| Participation rate | 37.8% | 73.9%-36.2pp | 74.9%-37.1pp | 69.2%-31.4pp |
| Annual return | -2.46% | 8.55%-11.0pp | 5.67%-8.1pp | 10.78%-13.2pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,601 | $4,641-65.5% | $4,991-67.9% | $3,046-47.4% |
| Admin fee / account holder | $443 | $68+546.5% | $5,635-92.1% | $91+387.7% |