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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $18,194 |
HARBOR1 year Filed as: HARBOR CAPITAL MANAGEMENT Service code 10 831 E. MOREHEADS ST. · CHARLOTTE, NC 28202 | Accounting | $16,567 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,302 | $62,267-73.8% | $110,243-85.2% | $55,725-70.7% |
| Participation rate | 54.7% | 78.1%-23.4pp | 79.8%-25.1pp | 70.9%-16.1pp |
| Annual return | -5.90% | -1.07%-4.8pp | 314.76%-320.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,007 | $1,941-48.1% | $3,827-73.7% | $2,078-51.5% |
| Participant deferral / active EE | $1,640 | $3,516-53.4% | $4,672-64.9% | $3,356-51.1% |
| Admin fee / account holder | $141 | $121+16.9% | $8,548-98.3% | $115+22.7% |