Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.4+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,847 |
TD AMERITRADE, INC.4+ 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 | $40,896 | $86,341-52.6% | $125,192-67.3% | $65,185-37.3% |
| Participation rate | 78.2% | 75.3%+2.8pp | 79.8%-1.6pp | 70.2%+8.0pp |
| Annual return | 3.03% | 27.44%-24.4pp | 43.79%-40.8pp | 29.38%-26.4pp |
| Employer contribution / active EE | $2,713 | $2,040+33.0% | $3,866-29.8% | $2,177+24.7% |
| Participant deferral / active EE | $1,254 | $3,538-64.6% | $4,937-74.6% | $3,514-64.3% |
| Admin fee / account holder | $9 | $609-98.5% | $9,704-99.9% | $847-98.9% |