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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $8,317 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 15 · EIN 47-0533629 | Recordkeeping | $210 |
Filed as: KRAVITZ INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $0 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,644 | $46,360+212.0% | $147,617-2.0% | $52,331+176.4% |
| Participation rate | 94.6% | 64.9%+29.7pp | 84.6%+10.0pp | 68.1%+26.5pp |
| Annual return | -2.41% | 1.62%-4.0pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $8,641 | $2,126+306.4% | $5,564+55.3% | $1,882+359.2% |
| Participant deferral / active EE | $6,616 | $2,258+193.1% | $4,895+35.2% | $3,022+118.9% |
| Admin fee / account holder | $23 | $766-97.0% | $11,612-99.8% | $592-96.1% |