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| Provider | Service type | Compensation |
|---|---|---|
MELD FINANCIAL, INC.3+ years Service code 26 · EIN 63-1149380 | Advisory (Participants) | $105,594 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 45-6062081 | Securities Custodian | $609 |
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 | $37,299 | $46,173-19.2% | $170,435-78.1% | $69,631-46.4% |
| Participation rate | 81.7% | 63.9%+17.8pp | 83.6%-1.9pp | 70.7%+11.0pp |
| Annual return | 19.42% | 21.62%-2.2pp | 205.94%-186.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,054 | $1,610+27.6% | $5,432-62.2% | $2,032+1.1% |
| Participant deferral / active EE | $2,945 | $2,080+41.6% | $4,939-40.4% | $3,224-8.6% |
| Admin fee / account holder | $266 | $116+129.7% | $13,881-98.1% | $110+141.2% |