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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $27,012 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $71,232 | $81,494-12.6% | $133,978-46.8% | $73,497-3.1% |
| Participation rate | 35.8% | 76.4%-40.6pp | 79.8%-44.1pp | 70.7%-34.9pp |
| Annual return | 13.41% | 19.40%-6.0pp | 45.10%-31.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,269 | $3,787-40.1% | $5,047-55.1% | $3,740-39.3% |
| Admin fee / account holder | $450 | $713-36.9% | $8,930-95.0% | $513-12.3% |