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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.1+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $25,951 |
TOWNLAKE CAPITAL MANAGEMENT1+ years Service code 27 · EIN 74-2961140 | Advisory (Plan) | $21,297 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $3,870 |
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 | $22,226 | $50,464-56.0% | $75,781-70.7% | $52,331-57.5% |
| Participation rate | 96.5% | 66.8%+29.7pp | 75.8%+20.7pp | 68.1%+28.4pp |
| Annual return | -2.84% | 1.03%-3.9pp | 9.68%-12.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $704 | $1,988-64.6% | $3,323-78.8% | $1,882-62.6% |
| Participant deferral / active EE | $2,331 | $2,570-9.3% | $3,651-36.2% | $3,022-22.9% |
| Admin fee / account holder | $275 | $1,103-75.1% | $5,299-94.8% | $592-53.5% |