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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $33,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $55,935 | $86,341-35.2% | $125,192-55.3% | $65,185-14.2% |
| Participation rate | 36.7% | 75.3%-38.6pp | 79.8%-43.1pp | 70.2%-33.5pp |
| Annual return | 17.00% | 27.44%-10.4pp | 43.79%-26.8pp | 29.38%-12.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,251 | $3,538-36.4% | $4,937-54.4% | $3,514-36.0% |
| Admin fee / account holder | $479 | $609-21.4% | $9,704-95.1% | $847-43.5% |