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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,191 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 50 · EIN 47-0533629 | Direct Payment | $6,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $376,013 | $36,926+918.3% | $156,551+140.2% | $57,661+552.1% |
| Participation rate | 86.1% | 63.4%+22.7pp | 84.0%+2.1pp | 70.2%+15.9pp |
| Annual return | 7.84% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $24,052 | $1,571+1431.2% | $5,501+337.2% | $1,974+1118.5% |
| Participant deferral / active EE | $12,505 | $1,926+549.4% | $4,871+156.7% | $3,061+308.6% |
| Admin fee / account holder | $47 | $83-42.6% | $13,028-99.6% | $95-49.9% |