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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 | $8,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,845 | $75,284-20.5% | $91,004-34.2% | $69,631-14.1% |
| Participation rate | 69.8% | 80.4%-10.6pp | 75.6%-5.8pp | 70.7%-0.9pp |
| Annual return | 15.81% | 48.40%-32.6pp | 4.60%+11.2pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $556 | $2,473-77.5% | $2,456-77.4% | $2,032-72.6% |
| Participant deferral / active EE | $2,227 | $3,700-39.8% | $3,548-37.2% | $3,224-30.9% |
| Admin fee / account holder | $19 | $111-82.7% | $5,417-99.6% | $110-82.7% |