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| Provider | Service type | Compensation |
|---|---|---|
SENTINUS FINANCIAL1 year Service code 27 · EIN 36-3352467 700 COMMERCE DRIVE · OAK BROOK, IL 60523 | Advisory (Plan) | $1,011 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP - ROCKY MT. Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE STE. 650 · SALT LAKE CITY, UT 84047 | Recordkeeping | $460 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 · EIN 82-0543156 200 SOUTH 108TH AVE · OMAHA, NE 68154 | Securities Custodian | $186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $446,998 | $74,347+501.2% | $93,621+377.5% | $67,579+561.4% |
| Participation rate | 0.0% | 80.6%-80.6pp | 75.8%-75.8pp | 71.3%-71.3pp |
| Annual return | 136.62% | 28.07%+108.5pp | 32.76%+103.9pp | 378.56%-241.9pp |
| Employer contribution / active EE | $160 | $2,583-93.8% | $2,719-94.1% | $2,148-92.6% |
| Participant deferral / active EE | $798 | $4,060-80.3% | $4,070-80.4% | $3,539-77.4% |
| Admin fee / account holder | $375 | $123+205.7% | $7,890-95.2% | $142+163.6% |