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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $32,815 |
ASPIRE FINANCIAL SERVICES4 years Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $6,310 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 20-0937408 | Securities Custodian | $3,254 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,104 | $89,652-12.9% | $141,191-44.7% | $65,185+19.8% |
| Participation rate | 70.2% | 74.7%-4.5pp | 82.5%-12.2pp | 70.2%0pp |
| Annual return | 10.69% | 32.79%-22.1pp | 71.41%-60.7pp | 29.38%-18.7pp |
| Employer contribution / active EE | $3,745 | $3,065+22.2% | $4,736-20.9% | $2,177+72.0% |
| Participant deferral / active EE | $7,185 | $5,691+26.3% | $6,710+7.1% | $3,514+104.5% |
| Admin fee / account holder | $292 | $569-48.7% | $10,264-97.2% | $847-65.6% |