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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $24,362 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,486 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,666 |
TD AMERITRADE, INC.5+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $292 |
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 | $58,535 | $69,231-15.4% | $91,994-36.4% | $67,582-13.4% |
| Participation rate | 96.6% | 78.9%+17.7pp | 78.6%+18.0pp | 71.3%+25.3pp |
| Annual return | 35.77% | 32.03%+3.7pp | 69.04%-33.3pp | 378.57%-342.8pp |
| Employer contribution / active EE | $3,691 | $2,284+61.6% | $3,453+6.9% | $2,148+71.8% |
| Participant deferral / active EE | $10,219 | $5,854+74.6% | $5,924+72.5% | $3,539+188.7% |
| Admin fee / account holder | $66 | $107-38.8% | $7,744-99.2% | $142-53.8% |