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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $21,621 |
ASPIRE FINANCIAL SERVICES2 years Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $5,945 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 20-0937408 | Securities Custodian | $2,045 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,247 | $80,753-46.4% | $136,298-68.3% | $62,293-30.6% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 24.21% | 35.83%-11.6pp | 5156.27%-5132.1pp | 28.90%-4.7pp |
| Employer contribution / active EE | $3,725 | $2,884+29.2% | $4,696-20.7% | $2,042+82.4% |
| Participant deferral / active EE | $6,290 | $5,164+21.8% | $6,247+0.7% | $3,169+98.5% |
| Admin fee / account holder | $163 | $525-69.0% | $9,244-98.2% | $479-66.1% |