Filed July 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 82-2751328 8925 W. POST RD STE 105 · LAS VEGAS, NV 89148 | Contract Administrator | $14,160 |
OCTAVE WEALTH1 year Filed as: OCTAVEWEALTH Service code 64 · EIN 90-0853816 1300 SOUTH VAN NESS AVE STE 204 · SANFRANCISCO, CA 94110 | Recordkeeping Fees | $10,946 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST CO Service code 64 · EIN 20-0937408 717 17TH ST. STE 1800 · DENVER, CO 80202 | Recordkeeping Fees | $1,085 |
Filed as: UNITED PLANNERS RETIREMENT GROUP Service code 55 · EIN 86-0588303 7333 E DOUBLE TREE RANCH RD STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $816 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,312-100.0% | $67,221-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | -100.00% | 22.77%-122.8pp | 20.72%-120.7pp | 302.99%-403.0pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,252-100.0% |