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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $8,677 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 15 · EIN 47-0533629 | Recordkeeping | $130 |
Filed as: KRAVITZ INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $0 |
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 | $156,149 | $46,732+234.1% | $156,551-0.3% | $55,167+183.0% |
| Participation rate | 93.3% | 65.8%+27.5pp | 84.0%+9.3pp | 69.0%+24.3pp |
| Annual return | 7.54% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $8,093 | $2,105+284.5% | $5,501+47.1% | $1,963+312.4% |
| Participant deferral / active EE | $6,320 | $2,204+186.7% | $4,871+29.7% | $3,054+106.9% |
| Admin fee / account holder | $20 | $418-95.1% | $13,028-99.8% | $504-95.9% |