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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 | $17,827 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $13,000 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $12,700 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $175 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,677 | $84,940+91.5% | $111,306+46.2% | $79,389+104.9% |
| Participation rate | 85.0% | 75.9%+9.1pp | 77.3%+7.7pp | 70.7%+14.3pp |
| Annual return | 16.77% | 17.45%-0.7pp | 54.67%-37.9pp | 116.89%-100.1pp |
| Employer contribution / active EE | $3,887 | $1,979+96.4% | $2,732+42.3% | $2,428+60.1% |
| Participant deferral / active EE | $9,211 | $3,889+136.9% | $4,488+105.3% | $4,046+127.7% |
| Admin fee / account holder | $243 | $537-54.8% | $7,966-97.0% | $626-61.2% |