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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $55,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,023 | $70,083-30.1% | $59,899-18.2% | $55,725-12.0% |
| Participation rate | 51.3% | 78.4%-27.0pp | 74.7%-23.4pp | 70.9%-19.5pp |
| Annual return | -6.55% | 3.13%-9.7pp | 3.46%-10.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $839 | $2,878-70.9% | $2,723-69.2% | $2,078-59.6% |
| Participant deferral / active EE | $2,649 | $3,079-14.0% | $3,402-22.1% | $3,356-21.1% |
| Admin fee / account holder | $230 | $70+227.3% | $3,592-93.6% | $115+99.8% |