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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,175 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,388 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,536 |
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 | $25,293 | $38,365-34.1% | $84,628-70.1% | $65,185-61.2% |
| Participation rate | 92.4% | 55.7%+36.8pp | 68.2%+24.2pp | 70.2%+22.2pp |
| Annual return | 23.56% | 32.00%-8.4pp | 258.80%-235.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $540 | $1,258-57.1% | $2,653-79.7% | $2,177-75.2% |
| Participant deferral / active EE | $1,537 | $2,278-32.5% | $3,900-60.6% | $3,514-56.3% |
| Admin fee / account holder | $98 | $451-78.4% | $4,914-98.0% | $847-88.5% |