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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES1+ years Filed as: BAM ADVISOR SERVICES LLC Service code 27 · EIN 20-8307105 | Advisory (Plan) | $10,317 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $8,152 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 14 700 W. 47TH ST · KANSAS CITY, MO 64112 | Plan Administrator | $6,135 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 71 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Brokerage Fees | $5,016 |
Filed as: ONE RETIREMENT Service code 27 · EIN 45-4357540 | Advisory (Plan) | $1,988 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 71 · EIN 82-0543156 | Brokerage Fees | $784 |
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 | $266,464 | $70,002+280.7% | $115,037+131.6% | $52,331+409.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.58% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $13,152 | $2,715+384.5% | $4,608+185.4% | $1,882+599.0% |
| Participant deferral / active EE | $9,890 | $4,920+101.0% | $6,026+64.1% | $3,022+227.2% |
| Admin fee / account holder | $226 | $566-60.1% | $8,175-97.2% | $592-61.8% |