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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 19 | Securities Custodian | $20,084 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 10.34% | 12.41%-2.1pp | 11.31%-1.0pp | 18.35%-8.0pp |
| Employer contribution / active EE | $21,743 | $18,122+20.0% | $35,729-39.1% | $14,669+48.2% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |