Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.6 years Filed as: TD AMERITRADE Service code 51 PO BOX 2577 · OMAHA, NE 681032577 | Investment Mgmt Fees | $71,220 |
ACTUARIAL BENEFITS CORP6 years Filed as: ACTUARIAL DATA INC. Service code 11 4068 MT. ROYAL BLVD · ALLISON PARK, PA 15101 | Actuarial | $41,545 |
ARMANINO LLP3 years Service code 10 12657 ALCOSTA BLVD · SAN RAMON, CA 94583 | Accounting | $32,256 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -7.58% | -10.37%+2.8pp | -38.86%+31.3pp | 2.77%-10.3pp |
| Employer contribution / active EE | $0 | $8,700-100.0% | $37,752-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |