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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $12,110 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,388 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $0 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 15 · EIN 47-0533629 | Recordkeeping | $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 | $171,686 | $47,977+257.9% | $154,108+11.4% | $56,289+205.0% |
| Participation rate | 89.8% | 66.2%+23.6pp | 83.0%+6.7pp | 69.9%+19.9pp |
| Annual return | -5.13% | 3.54%-8.7pp | 735.21%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $8,249 | $2,169+280.4% | $5,298+55.7% | $2,111+290.8% |
| Participant deferral / active EE | $7,308 | $2,392+205.5% | $5,081+43.8% | $3,350+118.2% |
| Admin fee / account holder | $18 | $438-95.9% | $13,411-99.9% | $521-96.6% |