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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $1,073 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $290 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,435 | $50,498-51.6% | $75,784-67.8% | $55,191-55.7% |
| Participation rate | 62.8% | 69.4%-6.6pp | 75.8%-13.0pp | 69.2%-6.3pp |
| Annual return | -0.98% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $4,624 | $2,291+101.8% | $3,323+39.1% | $1,899+143.5% |
| Participant deferral / active EE | $702 | $2,589-72.9% | $3,652-80.8% | $3,046-77.0% |
| Admin fee / account holder | $20 | $123-83.8% | $5,300-99.6% | $91-78.0% |