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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7,153 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,117 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,824 | $72,770-68.6% | $67,652-66.3% | $55,191-58.6% |
| Participation rate | 84.9% | 78.8%+6.1pp | 75.7%+9.2pp | 69.2%+15.7pp |
| Annual return | -4.17% | -3.26%-0.9pp | 6625.40%-6629.6pp | 10.78%-14.9pp |
| Employer contribution / active EE | $248 | $1,769-86.0% | $2,266-89.1% | $1,899-87.0% |
| Participant deferral / active EE | $1,846 | $3,408-45.8% | $3,560-48.1% | $3,046-39.4% |
| Admin fee / account holder | $37 | $79-53.3% | $4,821-99.2% | $91-59.5% |