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) | $238,594 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $64,381 |
BKD, LLP5 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $31,200 |
LOCKE LORD LLP1 year Service code 29 600 TRAVIS ST STE 2800 · HOUSTON, TX 77002 | Legal | $401 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $42 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,566 | $67,512+26.7% | $185,854-54.0% | $93,010-8.0% |
| Participation rate | 83.1% | 67.1%+16.0pp | 81.7%+1.4pp | 73.9%+9.2pp |
| Annual return | 14.16% | 21.04%-6.9pp | 122.12%-108.0pp | 158.70%-144.5pp |
| Employer contribution / active EE | $2,690 | $1,783+50.8% | $5,169-48.0% | $2,705-0.6% |
| Participant deferral / active EE | $4,931 | $3,035+62.5% | $5,569-11.4% | $4,561+8.1% |
| Admin fee / account holder | $144 | $318-54.6% | $16,246-99.1% | $152-5.0% |