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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 51 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Investment Mgmt Fees | $26,685 |
LPL FINANCIAL1 year Service code 51 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Investment Mgmt Fees | $7,390 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL DATA INC. Service code 11 102 BROADWAY STREET · CARNEGIE, PA 151062486 | Actuarial | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 16.32% | 10.93%+5.4pp | 10.16%+6.2pp | 13.95%+2.4pp |
| Employer contribution / active EE | $11,748 | $10,209+15.1% | $33,192-64.6% | $16,598-29.2% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |