Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Claims processing; Sub-transfer agenc... | $10,331 |
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 | $55,161 | $37,196+48.3% | $154,108-64.2% | $55,725-1.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 9.77% | 1319.68%-1309.9pp | 735.21%-725.4pp | 244.93%-235.2pp |
| Employer contribution / active EE | $6,692 | $1,614+314.6% | $5,298+26.3% | $2,078+222.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $102-80.3% | $13,411-99.9% | $115-82.6% |