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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $13,673 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $6,574 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $747 |
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 | $27,527 | $58,655-53.1% | $91,994-70.1% | $65,186-57.8% |
| Participation rate | 82.2% | 75.3%+7.0pp | 78.6%+3.6pp | 70.2%+12.0pp |
| Annual return | 47.51% | 33.92%+13.6pp | 69.04%-21.5pp | 29.39%+18.1pp |
| Employer contribution / active EE | $3,313 | $2,080+59.2% | $3,453-4.0% | $2,177+52.2% |
| Participant deferral / active EE | $7,820 | $5,474+42.9% | $5,924+32.0% | $3,514+122.5% |
| Admin fee / account holder | $138 | $434-68.2% | $7,744-98.2% | $847-83.7% |