Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.5+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,495 |
TD AMERITRADE, INC.5+ 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 | $40,771 | $81,474-50.0% | $133,971-69.6% | $73,493-44.5% |
| Participation rate | 76.8% | 76.4%+0.4pp | 79.8%-3.1pp | 70.7%+6.1pp |
| Annual return | 0.98% | 19.40%-18.4pp | 45.09%-44.1pp | 28.51%-27.5pp |
| Employer contribution / active EE | $3,096 | $2,209+40.1% | $3,919-21.0% | $2,270+36.4% |
| Participant deferral / active EE | $1,164 | $3,786-69.2% | $5,047-76.9% | $3,740-68.9% |
| Admin fee / account holder | $9 | $713-98.8% | $8,929-99.9% | $513-98.3% |