Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST · NEW YORK, NY 10017 | Advisory (Plan) | $60,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,498 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $312 |
TD AMERITRADE, INC.9+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH STREET · OMAHA, NC 68154 | Securities brokerage | $75 |
Filed as: CHARLES SCHWAB CO., INC. 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 | $230,036 | $95,417+141.1% | $135,974+69.2% | $74,460+208.9% |
| Participation rate | 94.7% | 78.2%+16.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 17.15% | 32.76%-15.6pp | 68.30%-51.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $8,595 | $3,878+121.7% | $4,859+76.9% | $2,638+225.8% |
| Participant deferral / active EE | $10,897 | $7,789+39.9% | $7,760+40.4% | $4,530+140.6% |
| Admin fee / account holder | $148 | $266-44.4% | $10,767-98.6% | $348-57.5% |