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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,820 | $89,355+401.2% | $141,162+217.2% | $72,985+513.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $19,410 | $3,114+523.3% | $4,735+309.9% | $2,440+695.6% |
| Participant deferral / active EE | $337 | $5,418-93.8% | $6,709-95.0% | $3,607-90.7% |
| Admin fee / account holder | $4 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |