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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $764 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,471 | $59,535-28.7% | $90,161-52.9% | $62,293-31.8% |
| Participation rate | 65.0% | 73.0%-8.0pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 28.69% | 23.53%+5.2pp | 34.89%-6.2pp | 28.90%-0.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,587 | $4,639+85.1% | $5,287+62.4% | $3,169+171.0% |
| Admin fee / account holder | $1 | $337-99.8% | $5,943-100.0% | $479-99.8% |