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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,631 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $28,834 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,686 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,832 | $78,781-11.4% | $100,535-30.5% | $73,412-4.9% |
| Participation rate | 96.1% | 80.0%+16.1pp | 79.4%+16.7pp | 72.2%+24.0pp |
| Annual return | 23.07% | 31.69%-8.6pp | 30.90%-7.8pp | 59.30%-36.2pp |
| Employer contribution / active EE | $4,288 | $2,420+77.2% | $3,419+25.4% | $2,234+92.0% |
| Participant deferral / active EE | $12,392 | $6,537+89.6% | $6,271+97.6% | $3,806+225.6% |
| Admin fee / account holder | $135 | $145-7.0% | $8,085-98.3% | $158-14.4% |