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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE AND PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $30,000 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,649 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $929 |
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 | $66,253 | $72,770-9.0% | $67,652-2.1% | $55,191+20.0% |
| Participation rate | 59.1% | 78.8%-19.6pp | 75.7%-16.5pp | 69.2%-10.0pp |
| Annual return | 1.35% | -3.26%+4.6pp | 6625.04%-6623.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $532 | $1,769-69.9% | $2,266-76.5% | $1,899-72.0% |
| Participant deferral / active EE | $5,926 | $3,408+73.9% | $3,560+66.5% | $3,046+94.5% |
| Admin fee / account holder | $194 | $79+146.4% | $4,821-96.0% | $91+114.0% |