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| Provider | Service type | Compensation |
|---|---|---|
DAVIDSON CAPITAL CORPORATION3+ years Service code 27 705 PENINSULA DRIVE · DAVIDSON, NC 28036 | Advisory (Plan) | $54,271 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $54,248 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 717 17TH STREET · DENVER, CO 802023331 | Bank Trustee | $12,439 |
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 | $79,218 | $65,592+20.8% | $90,161-12.1% | $69,631+13.8% |
| Participation rate | 41.6% | 77.6%-36.0pp | 76.9%-35.3pp | 70.7%-29.1pp |
| Annual return | 13.27% | 57.10%-43.8pp | 34.89%-21.6pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,656 | $5,257-68.5% | $5,287-68.7% | $3,224-48.6% |
| Admin fee / account holder | $496 | $86+478.5% | $5,943-91.7% | $110+348.8% |