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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG INVESTMENT SERVICES, INC. Service code 26 · EIN 41-1812533 | Advisory (Participants) | $14,185 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,628 |
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 | $37,430 | $50,464-25.8% | $75,784-50.6% | $52,331-28.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 75.8%+17.5pp | 68.1%+25.2pp |
| Annual return | -0.57% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $833 | $1,988-58.1% | $3,323-74.9% | $1,882-55.7% |
| Participant deferral / active EE | $2,461 | $2,570-4.2% | $3,652-32.6% | $3,022-18.6% |
| Admin fee / account holder | $146 | $1,103-86.8% | $5,300-97.2% | $592-75.4% |