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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL INSIGHT CENTER2 years Service code 27 · EIN 27-2207344 | Advisory (Plan) | $9,722 |
Service code 12 · EIN 82-1222973 | Named fiduciary; Participant loan pro... | $6,076 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $551 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,365 | $99,957-61.6% | $149,696-74.4% | $73,488-47.8% |
| Participation rate | 62.4% | 75.7%-13.3pp | 82.5%-20.1pp | 70.7%-8.3pp |
| Annual return | 16.19% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,195 | $3,191-62.6% | $4,644-74.3% | $2,270-47.4% |
| Participant deferral / active EE | $4,355 | $6,073-28.3% | $6,842-36.3% | $3,740+16.5% |
| Admin fee / account holder | $267 | $551-51.4% | $9,309-97.1% | $513-47.9% |