Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENTADV. Service code 27 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Plan) | $59,992 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,014 |
TD AMERITRADE, INC.8+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH STREET · OMAHA, NE 68154 | Securities brokerage | $50 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,584 | $82,163+141.7% | $125,381+58.4% | $64,819+206.4% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -17.01% | 3.49%-20.5pp | 572.31%-589.3pp | 32.84%-49.9pp |
| Employer contribution / active EE | $7,400 | $3,616+104.6% | $4,815+53.7% | $2,507+195.2% |
| Participant deferral / active EE | $9,632 | $7,175+34.2% | $7,448+29.3% | $4,311+123.4% |
| Admin fee / account holder | $149 | $163-8.6% | $10,007-98.5% | $188-20.6% |