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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,464 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $8,900 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $133,859 | $73,638+81.8% | $95,964+39.5% | $73,497+82.1% |
| Participation rate | 87.8% | 76.2%+11.7pp | 77.1%+10.7pp | 70.7%+17.1pp |
| Annual return | 14.05% | 16.78%-2.7pp | 91.64%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $3,767 | $1,863+102.2% | $2,541+48.2% | $2,270+66.0% |
| Participant deferral / active EE | $9,223 | $3,617+155.0% | $4,167+121.3% | $3,740+146.6% |
| Admin fee / account holder | $179 | $482-62.8% | $6,797-97.4% | $513-65.0% |