Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Direct payment from the plan; Claims ... | $12,515 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,721 | $62,928-41.6% | $172,739-78.7% | $67,579-45.7% |
| Participation rate | 88.4% | 64.5%+24.0pp | 82.6%+5.8pp | 71.3%+17.2pp |
| Annual return | 5.65% | 30.36%-24.7pp | 802.84%-797.2pp | 378.56%-372.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,863 | $2,145+126.7% | $5,198-6.4% | $3,539+37.4% |
| Admin fee / account holder | $23 | $167-86.5% | $13,954-99.8% | $142-84.2% |