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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $70,568 |
LBB & ASSOCIATES, LLP3+ years Service code 15 · EIN 20-1359280 | Recordkeeping | $9,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,237 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $1,071 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,546 | $59,535+57.1% | $90,161+3.8% | $62,293+50.2% |
| Participation rate | 55.2% | 73.0%-17.8pp | 76.9%-21.6pp | 69.5%-14.3pp |
| Annual return | 18.79% | 23.53%-4.7pp | 34.89%-16.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,781 | $1,826-2.5% | $3,318-46.3% | $2,042-12.8% |
| Participant deferral / active EE | $3,799 | $4,639-18.1% | $5,287-28.1% | $3,169+19.9% |
| Admin fee / account holder | $78 | $337-76.9% | $5,943-98.7% | $479-83.8% |