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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $29,185 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $17,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,948 | $52,149+118.5% | $122,354-6.9% | $77,958+46.2% |
| Participation rate | 19.0% | 58.6%-39.6pp | 71.6%-52.7pp | 71.6%-52.7pp |
| Annual return | 21.57% | 17.75%+3.8pp | 30.28%-8.7pp | 20.87%+0.7pp |
| Employer contribution / active EE | $120 | $1,750-93.1% | $4,051-97.0% | $2,310-94.8% |
| Participant deferral / active EE | $1,359 | $2,114-35.8% | $3,287-58.7% | $3,537-61.6% |
| Admin fee / account holder | $181 | $93+94.7% | $5,479-96.7% | $97+86.4% |