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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 15 PECAUT AND COMPANY · SIOUX CITY, IA 51101 | Recordkeeping | $13,539 |
NICHOLS, RISE & COMPANY, LLP2+ years Service code 10 · EIN 42-0634266 | Accounting | $9,510 |
Filed as: BILLINGS AND COMPANY Service code 15 · EIN 42-1330866 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Recordkeeping | $3,750 |
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 | $41,221 | $77,638-46.9% | $156,551-73.7% | $62,881-34.4% |
| Participation rate | 25.5% | 71.2%-45.7pp | 84.0%-58.5pp | 69.3%-43.8pp |
| Annual return | 3.33% | 50.33%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $562 | $3,046-81.5% | $4,871-88.5% | $3,203-82.4% |
| Admin fee / account holder | $647 | $5,561-88.4% | $13,028-95.0% | $4,296-84.9% |