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| Provider | Service type | Compensation |
|---|---|---|
LIBERTY GROUP LLC3+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $8,937 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,285 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,948 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $322 |
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 | $76,217 | $59,535+28.0% | $90,161-15.5% | $62,293+22.4% |
| Participation rate | 97.6% | 73.0%+24.6pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 19.99% | 23.53%-3.5pp | 34.89%-14.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $4,784 | $1,826+162.1% | $3,318+44.2% | $2,042+134.3% |
| Participant deferral / active EE | $13,594 | $4,639+193.1% | $5,287+157.1% | $3,169+328.9% |
| Admin fee / account holder | $27 | $337-92.0% | $5,943-99.5% | $479-94.4% |