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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT CONSULTING GROUP2 years Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE RD STE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $15,844 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,825 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $493 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $140,273 | $58,895+138.2% | $178,503-21.4% | $73,497+90.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.93% | 24.86%-8.9pp | 151.12%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,640 | $2,236+62.8% | $5,011-27.4% | $2,270+60.4% |
| Participant deferral / active EE | $4,223 | $2,567+64.5% | $5,202-18.8% | $3,740+12.9% |
| Admin fee / account holder | $172 | $400-57.1% | $13,987-98.8% | $513-66.5% |