Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND ST · OMAHA, NE 68127 | Securities Custodian | $24,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,509 | $43,411-29.7% | $94,993-67.9% | $69,631-56.2% |
| Participation rate | 49.7% | 64.4%-14.7pp | 73.9%-24.2pp | 70.7%-21.0pp |
| Annual return | 13.61% | 22.54%-8.9pp | 27.12%-13.5pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $393 | $1,202-67.3% | $2,603-84.9% | $2,032-80.7% |
| Participant deferral / active EE | $1,205 | $2,384-49.5% | $3,317-63.7% | $3,224-62.6% |
| Admin fee / account holder | $116 | $87+32.6% | $4,960-97.7% | $110+4.8% |