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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 15 PECAUT AND COMPANY · SIOUX CITY, IA 51101 | Recordkeeping | $27,239 |
NICHOLS, RISE & COMPANY, LLP1+ years Service code 10 · EIN 42-0634266 | Accounting | $9,230 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,202 | $46,360+19.1% | $147,617-62.6% | $52,331+5.5% |
| Participation rate | 11.5% | 64.9%-53.5pp | 84.6%-73.1pp | 68.1%-56.6pp |
| Annual return | -5.07% | 1.62%-6.7pp | 61.98%-67.1pp | 4.54%-9.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $277 | $2,258-87.8% | $4,895-94.4% | $3,022-90.8% |
| Admin fee / account holder | $872 | $766+13.9% | $11,612-92.5% | $592+47.4% |