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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.3+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $1,618 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $165 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,638 | $80,753+191.8% | $136,294+72.9% | $62,292+278.3% |
| Participation rate | 97.2% | 73.5%+23.7pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 15.17% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $8,858 | $2,884+207.2% | $4,695+88.6% | $2,042+333.7% |
| Participant deferral / active EE | $8,591 | $5,164+66.4% | $6,247+37.5% | $3,169+171.1% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.5% |