Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,437,415 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,262,068 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $36,615 |
QDRO CONSULTANTS COMPANY, LLC4+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,150 |
TD AMERITRADE, INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,998 | $58,202+30.6% | $172,757-56.0% | $89,609-15.2% |
| Participation rate | 80.7% | 72.8%+7.8pp | 82.6%-2.0pp | 69.6%+11.1pp |
| Annual return | 22.07% | 61.59%-39.5pp | 803.06%-781.0pp | 33.65%-11.6pp |
| Employer contribution / active EE | $2,750 | $1,759+56.3% | $5,144-46.5% | $2,584+6.4% |
| Participant deferral / active EE | $3,749 | $3,335+12.4% | $5,198-27.9% | $4,222-11.2% |
| Admin fee / account holder | $88 | $53+67.5% | $13,956-99.4% | $72+22.9% |