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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,375 | $37,117-4.7% | $147,617-76.0% | $55,191-35.9% |
| Participation rate | 69.6% | 63.6%+6.0pp | 84.6%-15.0pp | 69.2%+0.5pp |
| Annual return | 1.00% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,329 | $1,620+105.4% | $5,564-40.2% | $1,899+75.3% |
| Participant deferral / active EE | $3,541 | $1,985+78.3% | $4,895-27.7% | $3,046+16.2% |
| Admin fee / account holder | $121 | $86+41.0% | $11,612-99.0% | $91+32.9% |