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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 13 · EIN 06-0988655 200 SOUTH 108 AVE. OMAHA NE 68154 · OMAHA, NE 68154 | Contract Administrator | $1,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,352 | $43,504-69.3% | $68,612-80.5% | $56,289-76.3% |
| Participation rate | 30.5% | 67.8%-37.4pp | 72.2%-41.8pp | 69.9%-39.4pp |
| Annual return | -6.40% | -3.15%-3.3pp | -4.63%-1.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $576 | $1,525-62.2% | $2,625-78.0% | $2,111-72.7% |
| Participant deferral / active EE | $719 | $2,509-71.3% | $3,311-78.3% | $3,350-78.5% |
| Admin fee / account holder | $47 | $515-91.0% | $5,131-99.1% | $521-91.1% |