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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-2446145 | Advisory (Plan) | $15,416 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,180 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 23-1974276 | Recordkeeping | $450 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Cu... | $41 |
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 | $40,204 | $36,916+8.9% | $156,551-74.3% | $57,658-30.3% |
| Participation rate | 75.5% | 63.4%+12.0pp | 84.0%-8.5pp | 70.2%+5.2pp |
| Annual return | 9.28% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,312 | $1,571+110.9% | $5,501-39.8% | $1,974+67.8% |
| Participant deferral / active EE | $3,752 | $1,926+94.8% | $4,871-23.0% | $3,061+22.6% |
| Admin fee / account holder | $184 | $82+123.4% | $13,028-98.6% | $95+94.9% |