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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,607 |
Service code 15 · EIN 74-2957940 | Recordkeeping | $12,741 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,141 | $99,957-72.8% | $149,745-81.9% | $73,497-63.1% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 20.14% | 53.87%-33.7pp | 276.72%-256.6pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,708 | $3,191-46.5% | $4,646-63.2% | $2,270-24.8% |
| Participant deferral / active EE | $2,504 | $6,073-58.8% | $6,843-63.4% | $3,740-33.1% |
| Admin fee / account holder | $241 | $551-56.2% | $9,312-97.4% | $513-53.0% |