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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GUARDIAN WEALTH ADVISORS Service code 10 · EIN 20-8832432 | Accounting | $24,490 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $14,785 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,821 | $71,142-75.0% | $119,609-85.1% | $64,808-72.5% |
| Participation rate | 68.7% | 78.6%-9.9pp | 79.3%-10.6pp | 71.5%-2.8pp |
| Annual return | -15.54% | -10.01%-5.5pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,407 | $2,497-43.7% | $4,232-66.7% | $2,506-43.8% |
| Participant deferral / active EE | $2,162 | $4,490-51.9% | $5,602-61.4% | $4,310-49.9% |
| Admin fee / account holder | $103 | $162-36.6% | $10,323-99.0% | $188-45.3% |