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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $12,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,996 | $51,466+4.9% | $78,778-31.5% | $62,293-13.3% |
| Participation rate | 48.9% | 59.8%-10.9pp | 69.2%-20.3pp | 69.5%-20.6pp |
| Annual return | 17.82% | 19.96%-2.1pp | 35.62%-17.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $392 | $827-52.6% | $1,986-80.3% | $2,042-80.8% |
| Participant deferral / active EE | $1,792 | $2,147-16.6% | $2,958-39.4% | $3,169-43.5% |
| Admin fee / account holder | $117 | $489-76.1% | $5,134-97.7% | $479-75.6% |