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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $38,203 |
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.
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 | $27,139 | $37,196-27.0% | $154,114-82.4% | $55,725-51.3% |
| Participation rate | 19.6% | 64.1%-44.5pp | 83.0%-63.4pp | 70.9%-51.2pp |
| Annual return | -6.23% | 1319.68%-1325.9pp | 735.16%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $561 | $2,068-72.9% | $5,081-89.0% | $3,356-83.3% |
| Admin fee / account holder | $246 | $102+142.6% | $13,411-98.2% | $115+114.0% |