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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $16,258 |
TOWNSQUARE CAPITAL LLC1 year Filed as: TOWNSQUARE CAPITAL, LLC Service code 26 · EIN 82-1306760 | Advisory (Participants) | $10,272 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,537 | $55,449-66.6% | $83,831-77.9% | $56,289-67.1% |
| Participation rate | 50.2% | 68.0%-17.8pp | 76.1%-25.9pp | 69.9%-19.6pp |
| Annual return | -9.74% | -1.38%-8.4pp | 850.99%-860.7pp | -9.96%+0.2pp |
| Employer contribution / active EE | $968 | $2,430-60.2% | $3,631-73.4% | $2,111-54.2% |
| Participant deferral / active EE | $1,640 | $2,935-44.1% | $4,082-59.8% | $3,350-51.0% |
| Admin fee / account holder | $233 | $656-64.5% | $5,479-95.8% | $521-55.3% |