Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STEET · OMAHA, NE 68127 | Securities Custodian | $47,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,424 | $95,415-50.3% | $185,851-74.5% | $85,851-44.8% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.6pp |
| Annual return | 13.38% | 23.59%-10.2pp | 122.11%-108.7pp | 318.63%-305.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,052 | $3,424-10.9% | $5,569-45.2% | $3,952-22.8% |
| Admin fee / account holder | $338 | $7,215-95.3% | $16,245-97.9% | $6,261-94.6% |