Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.1+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $1,555 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,304 | $63,924-57.3% | $108,582-74.9% | $55,167-50.5% |
| Participation rate | 92.6% | 74.3%+18.3pp | 79.6%+13.1pp | 69.0%+23.7pp |
| Annual return | -3.32% | 15.31%-18.6pp | -51.70%+48.4pp | 169.23%-172.5pp |
| Employer contribution / active EE | $2,083 | $1,879+10.9% | $3,758-44.6% | $1,963+6.2% |
| Participant deferral / active EE | $1,053 | $3,067-65.7% | $4,311-75.6% | $3,054-65.5% |
| Admin fee / account holder | $5 | $618-99.2% | $7,645-99.9% | $504-99.0% |