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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-1567636 PO BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $1,727 |
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $1,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,295 | $80,753-31.5% | $136,298-59.4% | $62,293-11.2% |
| Participation rate | 68.9% | 73.5%-4.6pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 15.49% | 35.83%-20.3pp | 5156.27%-5140.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,212 | $5,164+78.4% | $6,247+47.5% | $3,169+190.7% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |