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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 27 PO BOX 2577 · OMAHA, NE 681032577 | Advisory (Plan) | $8,195 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,970 | $70,917-36.6% | $98,920-54.5% | $73,497-38.8% |
| Participation rate | 98.3% | 73.8%+24.5pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 17.94% | 34.18%-16.2pp | 196.47%-178.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,186 | $2,037-41.8% | $2,689-55.9% | $2,270-47.7% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $54 | $535-89.8% | $6,643-99.2% | $513-89.4% |