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| Provider | Service type | Compensation |
|---|---|---|
OPTIMUM INVESTMENT ADVISORS3 years Service code 26 33 NBO. LASALLE · CHICAGO, IL 60602 | Advisory (Participants) | $48,073 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $22,555 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,414 | $62,543-56.2% | $83,322-67.1% | $55,725-50.8% |
| Participation rate | 94.2% | 78.4%+15.9pp | 77.8%+16.5pp | 70.9%+23.4pp |
| Annual return | -6.64% | 14.85%-21.5pp | 10.64%-17.3pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,244 | $2,427-48.7% | $3,379-63.2% | $2,078-40.1% |
| Participant deferral / active EE | $4,898 | $5,682-13.8% | $5,565-12.0% | $3,356+46.0% |
| Admin fee / account holder | $160 | $103+55.2% | $7,540-97.9% | $115+38.9% |