Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MELD FINANCIAL, INC.1+ years Service code 27 · EIN 63-1149380 | Advisory (Plan) | $191,556 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $17,271 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $11,947 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,319 | $37,117+38.3% | $147,618-65.2% | $55,191-7.0% |
| Participation rate | 79.9% | 63.6%+16.2pp | 84.6%-4.8pp | 69.2%+10.7pp |
| Annual return | 0.25% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,076 | $1,620-33.6% | $5,565-80.7% | $1,899-43.3% |
| Participant deferral / active EE | $5,266 | $1,985+165.2% | $4,895+7.6% | $3,046+72.9% |
| Admin fee / account holder | $488 | $86+470.8% | $11,612-95.8% | $91+438.1% |