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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $4,400 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,538 | $85,135-20.7% | $98,920-31.7% | $73,412-8.0% |
| Participation rate | 63.3% | 81.1%-17.8pp | 76.0%-12.7pp | 72.2%-8.9pp |
| Annual return | 16.52% | 19.14%-2.6pp | 196.47%-180.0pp | 59.30%-42.8pp |
| Employer contribution / active EE | $649 | $2,721-76.2% | $2,689-75.9% | $2,234-71.0% |
| Participant deferral / active EE | $2,206 | $4,349-49.3% | $4,245-48.0% | $3,806-42.0% |
| Admin fee / account holder | $10 | $139-92.7% | $6,643-99.8% | $158-93.6% |