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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,157 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENTS Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $35,909 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $57 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,410 | $56,511-40.9% | $185,837-82.0% | $86,813-61.5% |
| Participation rate | 91.4% | 65.5%+25.9pp | 81.7%+9.7pp | 72.3%+19.1pp |
| Annual return | 12.60% | 118.12%-105.5pp | 122.08%-109.5pp | 97.93%-85.3pp |
| Employer contribution / active EE | $3,077 | $1,844+66.9% | $5,168-40.5% | $2,406+27.9% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $99 | $150-33.7% | $16,241-99.4% | $170-41.5% |