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| Provider | Service type | Compensation |
|---|---|---|
TDATC1 year Service code 19 · EIN 20-0937408 | Securities Custodian | $750 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,977 | $79,523-74.9% | $140,019-85.7% | $56,287-64.5% |
| Participation rate | 68.6% | 85.7%-17.1pp | 87.5%-18.9pp | 69.9%-1.3pp |
| Annual return | 0.86% | 2.39%-1.5pp | 651.15%-650.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $2,464 | $3,350-26.5% | $5,605-56.0% | $2,111+16.7% |
| Participant deferral / active EE | $7,906 | $5,129+54.1% | $6,927+14.1% | $3,350+136.0% |
| Admin fee / account holder | $15 | $614-97.6% | $10,705-99.9% | $521-97.1% |