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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,733 |
CLIFTONLARSONALLEN LLP5 years Filed as: LARSONALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $10,238 |
Filed as: BEACON POINTE ADVISORS Service code 71 1400 W. FAIRBANKS AVENUE · WINTER PARK, FL 32789 | Brokerage Fees | $7,304 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $100 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,472 | $104,497+71.7% | $159,487+12.5% | $79,389+126.1% |
| Participation rate | 95.9% | 76.6%+19.3pp | 82.8%+13.1pp | 70.7%+25.2pp |
| Annual return | 15.81% | 67.98%-52.2pp | 263.71%-247.9pp | 116.89%-101.1pp |
| Employer contribution / active EE | $1,828 | $3,418-46.5% | $4,831-62.2% | $2,428-24.7% |
| Participant deferral / active EE | $6,386 | $6,468-1.3% | $7,354-13.2% | $4,046+57.8% |
| Admin fee / account holder | $131 | $711-81.6% | $10,804-98.8% | $626-79.1% |