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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.5+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,003 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $280 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,213 | $89,652+160.1% | $141,197+65.2% | $65,186+257.8% |
| Participation rate | 96.9% | 74.7%+22.1pp | 82.5%+14.4pp | 70.2%+26.7pp |
| Annual return | 19.46% | 32.79%-13.3pp | 71.41%-51.9pp | 29.39%-9.9pp |
| Employer contribution / active EE | $8,961 | $3,065+192.4% | $4,736+89.2% | $2,177+311.7% |
| Participant deferral / active EE | $8,829 | $5,691+55.1% | $6,710+31.6% | $3,514+151.3% |
| Admin fee / account holder | $13 | $569-97.7% | $10,265-99.9% | $847-98.5% |