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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 | $38,683 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,468 | $75,284-50.2% | $91,004-58.8% | $69,631-46.2% |
| Participation rate | 60.3% | 80.4%-20.1pp | 75.6%-15.3pp | 70.7%-10.4pp |
| Annual return | 18.33% | 48.40%-30.1pp | 4.60%+13.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $432 | $2,473-82.5% | $2,456-82.4% | $2,032-78.7% |
| Participant deferral / active EE | $2,438 | $3,700-34.1% | $3,548-31.3% | $3,224-24.4% |
| Admin fee / account holder | $192 | $111+73.2% | $5,417-96.5% | $110+73.4% |