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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 111 E KILBOURN AVE STE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $34,376 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,475 |
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 28 · EIN 11-3738689 | Investment Management | $4,929 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $35 |
TD AMERITRADE, INC.5+ 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 | $285,050 | $60,139+374.0% | $90,461+215.1% | $79,856+257.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.66% | 71.96%-64.3pp | 1294.76%-1287.1pp | 31.71%-24.0pp |
| Employer contribution / active EE | $17,012 | $2,069+722.3% | $3,264+421.2% | $2,471+588.4% |
| Participant deferral / active EE | $4,493 | $2,939+52.9% | $3,964+13.3% | $3,741+20.1% |
| Admin fee / account holder | $442 | $3,978-88.9% | $5,617-92.1% | $5,306-91.7% |