Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT ADV. Service code 27 1776 EYES STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $45,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 99 401 S TRYONSTREET · CHARLOTTE, NC 28081 | Other Fees | $15,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,008 |
TD AMERITRADE, INC.5+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,755 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $3 |
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 | $203,081 | $88,122+130.5% | $141,191+43.8% | $67,579+200.5% |
| Participation rate | 99.2% | 76.5%+22.8pp | 82.5%+16.7pp | 71.3%+27.9pp |
| Annual return | 21.77% | 75.40%-53.6pp | 71.41%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $7,664 | $3,224+137.7% | $4,736+61.8% | $2,148+256.8% |
| Participant deferral / active EE | $9,624 | $5,958+61.5% | $6,710+43.4% | $3,539+171.9% |
| Admin fee / account holder | $171 | $131+30.8% | $10,264-98.3% | $142+20.3% |