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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $25,285 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,789 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,949 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,394 | $48,078+460.3% | $78,676+242.4% | $62,881+328.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.52% | 31.36%-26.8pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $20,439 | $2,015+914.6% | $2,850+617.1% | $2,281+796.1% |
| Participant deferral / active EE | $5,141 | $2,587+98.7% | $3,517+46.2% | $3,203+60.5% |
| Admin fee / account holder | $439 | $3,206-86.3% | $4,510-90.3% | $4,296-89.8% |