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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 51 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Investment Mgmt Fees | $68,025 |
ARMANINO LLP1 year Service code 10 12657 ALCOSTA BLVD · SAN RAMON, CA 94583 | Accounting | $25,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 8.80% | 10.64%-1.8pp | 90.61%-81.8pp | 11.45%-2.7pp |
| Employer contribution / active EE | $1,661 | $11,339-85.4% | $32,730-94.9% | $17,219-90.4% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |