Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Custodial (other than securities); Di... | $11,767 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,074 | $52,293-31.0% | $178,499-79.8% | $73,412-50.9% |
| Participation rate | 89.4% | 65.3%+24.1pp | 81.9%+7.5pp | 72.2%+17.2pp |
| Annual return | 3.15% | 34.75%-31.6pp | 151.10%-148.0pp | 59.30%-56.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,607 | $2,332+97.6% | $5,202-11.4% | $3,806+21.1% |
| Admin fee / account holder | $21 | $127-83.9% | $13,986-99.9% | $158-87.0% |