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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Recordkeeping and information managem... | $37,976 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $29,833 |
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 | $40,266 | $59,191-32.0% | $76,767-47.5% | $56,289-28.5% |
| Participation rate | 97.8% | 75.2%+22.5pp | 77.0%+20.8pp | 69.9%+27.9pp |
| Annual return | -6.64% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,127 | $1,759+21.0% | $2,485-14.4% | $2,111+0.8% |
| Participant deferral / active EE | $6,138 | $3,255+88.6% | $3,852+59.4% | $3,350+83.2% |
| Admin fee / account holder | $238 | $489-51.4% | $6,675-96.4% | $521-54.3% |