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| Provider | Service type | Compensation |
|---|---|---|
OPTIMUM INVESTMENT ADVISORS4 years Service code 26 33 NBO. LASALLE · CHICAGO, IL 60602 | Advisory (Participants) | $58,388 |
Service code 13 · EIN 43-1947695 | Contract Administrator | $30,000 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $20,017 |
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 | $35,129 | $69,231-49.3% | $91,994-61.8% | $67,579-48.0% |
| Participation rate | 95.8% | 78.9%+16.9pp | 78.6%+17.2pp | 71.3%+24.5pp |
| Annual return | 27.73% | 32.03%-4.3pp | 69.04%-41.3pp | 378.56%-350.8pp |
| Employer contribution / active EE | $1,301 | $2,284-43.0% | $3,453-62.3% | $2,148-39.4% |
| Participant deferral / active EE | $5,408 | $5,854-7.6% | $5,924-8.7% | $3,539+52.8% |
| Admin fee / account holder | $232 | $107+115.7% | $7,744-97.0% | $142+62.8% |