Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.2+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $1,320 |
TD AMERITRADE, INC.2+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,498 | $71,192-54.4% | $117,861-72.4% | $62,293-47.8% |
| Participation rate | 93.5% | 74.2%+19.3pp | 79.7%+13.8pp | 69.5%+24.0pp |
| Annual return | 6.99% | 18.66%-11.7pp | 335.11%-328.1pp | 28.90%-21.9pp |
| Employer contribution / active EE | $3,514 | $1,934+81.7% | $3,786-7.2% | $2,042+72.0% |
| Participant deferral / active EE | $1,219 | $3,189-61.8% | $4,482-72.8% | $3,169-61.5% |
| Admin fee / account holder | $4 | $587-99.2% | $8,021-99.9% | $479-99.1% |