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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $28,500 |
FEDERMAN LALLY & REMIS, LLC3+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $16,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,060 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $740 |
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 | $46,907 | $69,305-32.3% | $82,312-43.0% | $69,631-32.6% |
| Participation rate | 98.4% | 80.3%+18.1pp | 76.9%+21.5pp | 70.7%+27.7pp |
| Annual return | 17.06% | 21.47%-4.4pp | 25.88%-8.8pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $730 | $1,887-61.3% | $2,428-70.0% | $2,032-64.1% |
| Participant deferral / active EE | $2,655 | $3,568-25.6% | $3,706-28.4% | $3,224-17.7% |
| Admin fee / account holder | $116 | $97+19.5% | $5,608-97.9% | $110+5.1% |