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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 27 PO BOX 2577 · OMAHA, NE 681032577 | Advisory (Plan) | $18,712 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,006 | $72,639-43.5% | $90,766-54.8% | $66,949-38.7% |
| Participation rate | 99.1% | 73.7%+25.4pp | 75.7%+23.4pp | 69.8%+29.3pp |
| Annual return | 3.33% | -12.28%+15.6pp | -12.16%+15.5pp | 1.57%+1.8pp |
| Employer contribution / active EE | $1,097 | $2,369-53.7% | $2,922-62.4% | $2,545-56.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $118 | $708-83.4% | $8,446-98.6% | $594-80.2% |