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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $10,229 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,219 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 15 · EIN 47-0533629 | Recordkeeping | $110 |
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 | $184,224 | $55,453+232.2% | $170,435+8.1% | $62,293+195.7% |
| Participation rate | 96.6% | 66.4%+30.2pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 15.97% | 21.38%-5.4pp | 205.94%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $8,648 | $2,164+299.7% | $5,432+59.2% | $2,042+323.5% |
| Participant deferral / active EE | $6,928 | $2,303+200.9% | $4,939+40.3% | $3,169+118.6% |
| Admin fee / account holder | $24 | $455-94.6% | $13,881-99.8% | $479-94.9% |