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| Provider | Service type | Compensation |
|---|---|---|
WILLOW CREEK FINANCIAL5+ years Service code 27 · EIN 68-0431551 | Advisory (Plan) | $51,471 |
PENCAL5+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $42,138 |
Service code 15 · EIN 68-0369583 | Recordkeeping | $32,167 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 33 · EIN 20-0937408 | Securities brokerage | $7,433 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,148 | $40,174-42.4% | $84,015-72.4% | $67,579-65.7% |
| Participation rate | 87.3% | 62.7%+24.6pp | 69.0%+18.3pp | 71.3%+16.0pp |
| Annual return | 17.83% | 25.82%-8.0pp | 71.31%-53.5pp | 378.56%-360.7pp |
| Employer contribution / active EE | $995 | $808+23.2% | $1,983-49.8% | $2,148-53.7% |
| Participant deferral / active EE | $2,155 | $2,301-6.3% | $3,239-33.4% | $3,539-39.1% |
| Admin fee / account holder | $144 | $128+12.5% | $6,101-97.6% | $142+1.4% |