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| Provider | Service type | Compensation |
|---|---|---|
SMITH THORNTON ADVISORS LLC2 years Service code 27 626 CLINTON AVE W STE 100 · HUNTSVILLE, AL 35801 | Advisory (Plan) | $223,363 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,581 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,125-100.0% | $125,401-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -101.12% | 751.06%-852.2pp | 572.53%-673.7pp | 418.46%-519.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,569-100.0% | $10,008-100.0% | $11,430-100.0% |