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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL KEY MANAGEMENT, LLC1 year Filed as: GLOBAL KEY MANAGEMENT LLC Service code 27 8751 W CHARLESTON BLVD · LAS VEGAS, NV 89117 | Advisory (Plan) | $22,176 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,088 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,372 | $89,355-14.5% | $141,162-45.9% | $72,985+4.6% |
| Participation rate | 78.2% | 75.1%+3.1pp | 82.5%-4.3pp | 69.5%+8.7pp |
| Annual return | 18.73% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,011 | $5,418+11.0% | $6,709-10.4% | $3,607+66.6% |
| Admin fee / account holder | $261 | $5,958-95.6% | $10,261-97.5% | $5,124-94.9% |