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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 27 PO BOX 2577 · OMAHA, NE 681032577 | Advisory (Plan) | $18,529 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,505 | $79,438-50.3% | $106,555-62.9% | $79,391-50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | -2.46% | 18.27%-20.7pp | 26.80%-29.3pp | 116.88%-119.3pp |
| Employer contribution / active EE | $1,144 | $2,235-48.8% | $2,819-59.4% | $2,428-52.9% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $114 | $523-78.3% | $7,408-98.5% | $627-81.9% |