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| Provider | Service type | Compensation |
|---|---|---|
CLEARWEALTH, INC.1+ years Service code 26 · EIN 82-0508121 | Advisory (Participants) | $83,279 |
TRAUTMANN MAHER & ASSOCIATES1+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $50,640 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Custodial (other than securities); Cu... | $4,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,416 | $38,312-20.6% | $100,671-69.8% | $59,188-48.6% |
| Participation rate | 27.4% | 57.4%-30.0pp | 70.7%-43.3pp | 69.4%-42.0pp |
| Annual return | -3.06% | 2.64%-5.7pp | 20.43%-23.5pp | 5.51%-8.6pp |
| Employer contribution / active EE | $0 | $1,183-100.0% | $4,012-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,256 | $1,847-32.0% | $3,144-60.0% | $3,265-61.5% |
| Admin fee / account holder | $307 | $68+352.9% | $4,850-93.7% | $92+232.8% |