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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $510 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE INC Service code 33 · EIN 06-0988655 200 S 10TH AVE · OMAHA, NE 68154 | Securities brokerage | $161 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $447,820 | $89,367+401.1% | $141,191+217.2% | $72,975+513.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.37% | 111.87%-88.5pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $19,410 | $3,115+523.2% | $4,736+309.9% | $2,440+695.5% |
| Participant deferral / active EE | $337 | $5,419-93.8% | $6,710-95.0% | $3,608-90.7% |
| Admin fee / account holder | $4 | $5,957-99.9% | $10,264-100.0% | $5,124-99.9% |