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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $5,485 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,719 |
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 | $19,615 | $63,905-69.3% | $74,184-73.6% | $57,658-66.0% |
| Participation rate | 93.7% | 79.8%+13.9pp | 76.6%+17.1pp | 70.2%+23.5pp |
| Annual return | 5.23% | 60.60%-55.4pp | 17.74%-12.5pp | 5.13%+0.1pp |
| Employer contribution / active EE | $279 | $1,840-84.9% | $2,370-88.2% | $1,974-85.9% |
| Participant deferral / active EE | $2,569 | $3,448-25.5% | $3,550-27.6% | $3,061-16.0% |
| Admin fee / account holder | $22 | $91-76.1% | $5,586-99.6% | $95-76.9% |