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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $39,467 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Direct payment from the plan; Claims ... | $35,085 |
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 | $46,672 | $65,378-28.6% | $87,103-46.4% | $65,186-28.4% |
| Participation rate | 98.3% | 75.3%+23.0pp | 76.9%+21.5pp | 70.2%+28.1pp |
| Annual return | 21.57% | 31.28%-9.7pp | 28.19%-6.6pp | 29.39%-7.8pp |
| Employer contribution / active EE | $1,939 | $1,823+6.4% | $2,521-23.1% | $2,177-10.9% |
| Participant deferral / active EE | $5,494 | $3,389+62.1% | $4,049+35.7% | $3,514+56.4% |
| Admin fee / account holder | $272 | $520-47.7% | $7,491-96.4% | $847-67.9% |