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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,465 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $6,174 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,063 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $57,220 | $75,183-23.9% | $123,894-53.8% | $55,167+3.7% |
| Participation rate | 88.2% | 72.8%+15.3pp | 81.4%+6.8pp | 69.0%+19.2pp |
| Annual return | 9.47% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.8pp |
| Employer contribution / active EE | $3,546 | $2,823+25.6% | $4,617-23.2% | $1,963+80.7% |
| Participant deferral / active EE | $7,604 | $5,084+49.5% | $5,984+27.1% | $3,054+149.0% |
| Admin fee / account holder | $98 | $663-85.2% | $8,357-98.8% | $504-80.5% |