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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,052,535 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $168,682 |
WISS & COMPANY, LLP2 years Filed as: WISS & COMPANY LLP Service code 28 · EIN 22-1732349 | Investment Management | $21,500 |
TD AMERITRADE, INC.4 years Service code 33 | Securities brokerage; Shareholder ser... | $1,875 |
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 | $43,598 | $68,062-35.9% | $185,854-76.5% | $106,520-59.1% |
| Participation rate | 84.2% | 75.2%+8.9pp | 81.7%+2.5pp | 71.3%+12.8pp |
| Annual return | 18.79% | 18.20%+0.6pp | 122.12%-103.3pp | 19.28%-0.5pp |
| Employer contribution / active EE | $899 | $1,997-55.0% | $5,169-82.6% | $2,840-68.3% |
| Participant deferral / active EE | $4,333 | $3,990+8.6% | $5,569-22.2% | $4,948-12.4% |
| Admin fee / account holder | $67 | $53+27.1% | $16,246-99.6% | $75-10.1% |