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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,142 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,927 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,100 |
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 | $52,448 | $70,002-25.1% | $115,038-54.4% | $52,331+0.2% |
| Participation rate | 90.5% | 72.1%+18.4pp | 81.4%+9.1pp | 68.1%+22.4pp |
| Annual return | 5.16% | 4.04%+1.1pp | 26.14%-21.0pp | 4.54%+0.6pp |
| Employer contribution / active EE | $3,475 | $2,715+28.0% | $4,608-24.6% | $1,882+84.7% |
| Participant deferral / active EE | $7,417 | $4,920+50.8% | $6,026+23.1% | $3,022+145.4% |
| Admin fee / account holder | $56 | $566-90.1% | $8,175-99.3% | $592-90.6% |