Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT ADV. Service code 27 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Plan) | $60,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,700 |
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH STREET · OMAHA, NE 68154 | Securities brokerage | $250 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRDADE Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,626 | $104,336+130.6% | $159,455+50.9% | $86,813+177.2% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.0pp |
| Annual return | 14.13% | 26.32%-12.2pp | 263.63%-249.5pp | 97.93%-83.8pp |
| Employer contribution / active EE | $7,506 | $3,451+117.5% | $4,830+55.4% | $2,406+212.0% |
| Participant deferral / active EE | $9,294 | $6,837+35.9% | $7,353+26.4% | $4,131+124.9% |
| Admin fee / account holder | $155 | $172-9.8% | $10,800-98.6% | $170-8.4% |