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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,269 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $9,477 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,550 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $280 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
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 | $84,633 | $46,360+82.6% | $147,617-42.7% | $52,331+61.7% |
| Participation rate | 99.0% | 64.9%+34.0pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | -1.23% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $10,195 | $2,126+379.5% | $5,564+83.2% | $1,882+441.8% |
| Participant deferral / active EE | $5,469 | $2,258+142.3% | $4,895+11.7% | $3,022+81.0% |
| Admin fee / account holder | $154 | $766-79.9% | $11,612-98.7% | $592-74.0% |