Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Recordkeeping and information managem... | $4,870 |
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 | $43,527 | $46,173-5.7% | $170,435-74.5% | $69,631-37.5% |
| Participation rate | 91.5% | 63.9%+27.6pp | 83.6%+7.9pp | 70.7%+20.8pp |
| Annual return | 12.51% | 21.62%-9.1pp | 205.94%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $7,143 | $1,610+343.7% | $5,432+31.5% | $2,032+251.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $8 | $116-92.7% | $13,881-99.9% | $110-92.4% |