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| Provider | Service type | Compensation |
|---|---|---|
OPTIMUM INVESTMENT ADVISORS5 years Service code 26 33 NBO. LASALLE · CHICAGO, IL 60602 | Advisory (Participants) | $61,655 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $32,932 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,834 | $78,781-48.2% | $100,528-59.4% | $73,412-44.4% |
| Participation rate | 97.1% | 80.0%+17.0pp | 79.4%+17.6pp | 72.2%+24.9pp |
| Annual return | 21.27% | 31.69%-10.4pp | 30.90%-9.6pp | 59.30%-38.0pp |
| Employer contribution / active EE | $1,349 | $2,420-44.2% | $3,419-60.5% | $2,234-39.6% |
| Participant deferral / active EE | $5,687 | $6,537-13.0% | $6,271-9.3% | $3,806+49.4% |
| Admin fee / account holder | $177 | $145+21.9% | $8,084-97.8% | $158+12.2% |