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) | $60,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,436 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $125 |
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 | $221,221 | $100,801+119.5% | $149,745+47.7% | $73,412+201.3% |
| Participation rate | 98.5% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 16.97% | 265.34%-248.4pp | 276.72%-259.8pp | 59.30%-42.3pp |
| Employer contribution / active EE | $7,224 | $3,312+118.1% | $4,646+55.5% | $2,234+223.4% |
| Participant deferral / active EE | $9,210 | $6,404+43.8% | $6,843+34.6% | $3,806+142.0% |
| Admin fee / account holder | $156 | $181-13.7% | $9,312-98.3% | $158-1.2% |