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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON ADMINISTRATION, LLC Service code 37 630 DUNDEE RD, SUITE 200 · NORTHBROOK, IL 60062 | Loan Processing | $14,041 |
ASPIRE FINANCIAL SERVICES4+ years Service code 15 · EIN 26-3178739 4010 BOYSCOTT, SUITE 500 · TAMPA, FL 33607 | Recordkeeping | $2,135 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,556 |
TD AMERITRADE, INC.4+ years Filed as: AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 PO BOX 17748 · DENVER, CO 80217 | Securities Custodian | $862 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,539 | $79,523-62.9% | $140,019-78.9% | $56,287-47.5% |
| Participation rate | 47.4% | 85.7%-38.3pp | 87.5%-40.1pp | 69.9%-22.5pp |
| Annual return | -5.10% | 2.39%-7.5pp | 651.15%-656.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $642 | $3,350-80.8% | $5,605-88.6% | $2,111-69.6% |
| Participant deferral / active EE | $1,859 | $5,129-63.7% | $6,927-73.2% | $3,350-44.5% |
| Admin fee / account holder | $266 | $614-56.7% | $10,705-97.5% | $521-48.9% |