Filed November 5, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,719 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $621 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,711 | $80,005+80.9% | $140,016+3.4% | $55,725+159.7% |
| Participation rate | 96.3% | 87.0%+9.3pp | 87.5%+8.8pp | 70.9%+25.4pp |
| Annual return | -5.57% | 0.46%-6.0pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $6,364 | $3,403+87.0% | $5,606+13.5% | $2,078+206.2% |
| Participant deferral / active EE | $7,039 | $5,264+33.7% | $6,927+1.6% | $3,356+109.8% |
| Admin fee / account holder | $87 | $116-24.7% | $10,705-99.2% | $115-24.4% |