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| Provider | Service type | Compensation |
|---|---|---|
LIBERTY GROUP LLC1+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $12,503 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,089 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $80 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,999 | $48,313+18.0% | $73,309-22.2% | $52,331+8.9% |
| Participation rate | 95.4% | 68.6%+26.9pp | 74.9%+20.5pp | 68.1%+27.3pp |
| Annual return | 3.70% | 3.85%-0.2pp | 5.67%-2.0pp | 4.54%-0.8pp |
| Employer contribution / active EE | $3,770 | $1,661+126.9% | $3,237+16.5% | $1,882+100.3% |
| Participant deferral / active EE | $10,837 | $4,189+158.7% | $4,991+117.1% | $3,022+258.6% |
| Admin fee / account holder | $25 | $404-93.8% | $5,635-99.6% | $592-95.8% |