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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES2+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $20,618 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KASSOUF RETIREMENT PLAN SERV, LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $17,150 |
CONEXUS CPA GROUP2+ years Service code 10 900 CIRCLE 75 PARKWAY SOUTH EAST · ATLANTA, GA 30339 | Accounting | $15,215 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Trustee (directed); Custodial (securi... | $1,833 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMAPNY Service code 18 | Trustee (directed); Custodial (securi... | $0 |
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.)
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 | $20,711 | $67,411-69.3% | $91,004-77.2% | $70,126-70.5% |
| Participation rate | 98.7% | 71.4%+27.3pp | 75.6%+23.1pp | 69.5%+29.1pp |
| Annual return | 13.55% | -40.16%+53.7pp | 4.60%+8.9pp | 73.15%-59.6pp |
| Employer contribution / active EE | $658 | $1,786-63.1% | $2,456-73.2% | $2,343-71.9% |
| Participant deferral / active EE | $852 | $2,823-69.8% | $3,548-76.0% | $3,332-74.4% |
| Admin fee / account holder | $334 | $4,236-92.1% | $5,417-93.8% | $4,645-92.8% |