Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOWARD SIMON & ASSOICATES, INC. Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $18,856 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Cu... | $3,228 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $265 |
HOWARD SIMON & ASSOCIATES, INC.3+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $0 |
Filed as: MESIROW FIANANCIAL INC. Service code 26 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,896 | $46,173-65.6% | $170,435-90.7% | $69,631-77.2% |
| Participation rate | 92.9% | 63.9%+29.0pp | 83.6%+9.3pp | 70.7%+22.2pp |
| Annual return | 19.98% | 21.62%-1.6pp | 205.94%-186.0pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $505 | $1,610-68.6% | $5,432-90.7% | $2,032-75.1% |
| Participant deferral / active EE | $1,709 | $2,080-17.9% | $4,939-65.4% | $3,224-47.0% |
| Admin fee / account holder | $108 | $116-7.1% | $13,881-99.2% | $110-2.5% |