Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.3+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $1,550 |
TD AMERITRADE, INC.3+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,653 | $66,302-43.2% | $110,243-65.8% | $56,287-33.1% |
| Participation rate | 89.0% | 74.9%+14.1pp | 79.8%+9.2pp | 69.9%+19.1pp |
| Annual return | 13.81% | -1.18%+15.0pp | 314.76%-301.0pp | -9.96%+23.8pp |
| Employer contribution / active EE | $4,000 | $2,047+95.4% | $3,827+4.5% | $2,111+89.5% |
| Participant deferral / active EE | $1,002 | $3,381-70.4% | $4,672-78.6% | $3,350-70.1% |
| Admin fee / account holder | $5 | $698-99.3% | $8,548-99.9% | $521-99.0% |