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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8764829 | Advisory (Plan) | $80,005 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,164 |
TD AMERITRADE, INC.7+ years Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,265 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $810,169 | $104,479+675.4% | $159,474+408.0% | $79,391+920.5% |
| Participation rate | 97.7% | 76.6%+21.0pp | 82.8%+14.8pp | 70.7%+27.0pp |
| Annual return | 13.93% | 67.98%-54.0pp | 263.68%-249.8pp | 116.88%-103.0pp |
| Employer contribution / active EE | $18,160 | $3,417+431.4% | $4,831+275.9% | $2,428+648.0% |
| Participant deferral / active EE | $11,908 | $6,468+84.1% | $7,353+61.9% | $4,046+194.3% |
| Admin fee / account holder | $17 | $711-97.6% | $10,802-99.8% | $627-97.3% |