Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.7+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $0 |
TD AMERITRADE, INC.7+ 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 | $59,109 | $86,655-31.8% | $119,622-50.6% | $66,938-11.7% |
| Participation rate | 74.5% | 75.6%-1.1pp | 79.3%-4.8pp | 69.8%+4.7pp |
| Annual return | 5.17% | -8.00%+13.2pp | -14.98%+20.1pp | 1.58%+3.6pp |
| Employer contribution / active EE | $12,500 | $2,536+392.9% | $4,232+195.4% | $2,545+391.1% |
| Participant deferral / active EE | $1,250 | $4,358-71.3% | $5,601-77.7% | $4,238-70.5% |
| Admin fee / account holder | $11 | $755-98.5% | $10,328-99.9% | $594-98.1% |