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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $7,691 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $320 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,800 | $56,918-74.0% | $182,540-91.9% | $65,185-77.3% |
| Participation rate | 52.5% | 66.5%-14.0pp | 78.0%-25.5pp | 70.2%-17.7pp |
| Annual return | 25.14% | 27.67%-2.5pp | 148.58%-123.4pp | 29.38%-4.2pp |
| Employer contribution / active EE | $408 | $1,615-74.7% | $4,076-90.0% | $2,177-81.2% |
| Participant deferral / active EE | $1,084 | $3,526-69.2% | $5,525-80.4% | $3,514-69.1% |
| Admin fee / account holder | $111 | $531-79.1% | $8,593-98.7% | $847-86.9% |