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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $8,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,515 | $60,795-38.3% | $69,483-46.0% | $65,186-42.4% |
| Participation rate | 55.2% | 74.9%-19.6pp | 74.6%-19.4pp | 70.2%-15.0pp |
| Annual return | 12.46% | 17.46%-5.0pp | 28.99%-16.5pp | 29.39%-16.9pp |
| Employer contribution / active EE | $1,194 | $2,452-51.3% | $2,780-57.0% | $2,177-45.1% |
| Participant deferral / active EE | $3,061 | $3,162-3.2% | $3,537-13.5% | $3,514-12.9% |
| Admin fee / account holder | $77 | $314-75.6% | $3,841-98.0% | $847-91.0% |