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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $29,925 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $18,843 |
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 | $109,681 | $43,453+152.4% | $109,313+0.3% | $63,975+71.4% |
| Participation rate | 18.9% | 59.3%-40.4pp | 71.3%-52.4pp | 71.1%-52.2pp |
| Annual return | 11.60% | 9.85%+1.7pp | 22.07%-10.5pp | 48.65%-37.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $3,892-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,290 | $2,093-38.4% | $3,166-59.3% | $3,356-61.6% |
| Admin fee / account holder | $82 | $79+4.5% | $5,666-98.5% | $70+17.1% |