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| Provider | Service type | Compensation |
|---|---|---|
MELD FINANCIAL, INC.2+ years Service code 26 · EIN 63-1149380 | Advisory (Participants) | $80,246 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $756 |
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 | $31,347 | $36,916-15.1% | $156,551-80.0% | $57,658-45.6% |
| Participation rate | 77.8% | 63.4%+14.4pp | 84.0%-6.2pp | 70.2%+7.6pp |
| Annual return | 14.37% | 12.38%+2.0pp | 32.23%-17.9pp | 5.13%+9.2pp |
| Employer contribution / active EE | $1,879 | $1,571+19.6% | $5,501-65.8% | $1,974-4.8% |
| Participant deferral / active EE | $2,730 | $1,926+41.8% | $4,871-44.0% | $3,061-10.8% |
| Admin fee / account holder | $218 | $82+163.8% | $13,028-98.3% | $95+130.2% |