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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES3+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $37,164 |
CONEXUS CPA GROUP3+ years Service code 10 900 CIRCLE 75 PARKWAY SOUTH EAST · ATLANTA, GA 30339 | Accounting | $16,965 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KASSOUF RETIREMENT PLAN SERV, LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $16,144 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Trustee (directed); Custodial (securi... | $2,045 |
TD AMERITRADE, INC.3+ 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 | $19,280 | $61,660-68.7% | $80,022-75.9% | $64,173-70.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -2.24% | -0.33%-1.9pp | 11.22%-13.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $602 | $1,810-66.7% | $2,468-75.6% | $2,381-74.7% |
| Participant deferral / active EE | $986 | $2,968-66.8% | $3,686-73.3% | $3,470-71.6% |
| Admin fee / account holder | $409 | $5,417-92.5% | $6,521-93.7% | $4,887-91.6% |