Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $88,517 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $330 |
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 | $89,140 | $46,732+90.7% | $156,551-43.1% | $55,167+61.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 79.44% | 17.72%+61.7pp | 32.23%+47.2pp | 169.23%-89.8pp |
| Employer contribution / active EE | $7,261 | $2,105+244.9% | $5,501+32.0% | $1,963+270.0% |
| Participant deferral / active EE | $4,892 | $2,204+121.9% | $4,871+0.4% | $3,054+60.2% |
| Admin fee / account holder | $195 | $418-53.5% | $13,028-98.5% | $504-61.4% |