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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $6,817 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,590 | $50,637-71.2% | $86,582-83.1% | $62,293-76.6% |
| Participation rate | 34.6% | 67.9%-33.3pp | 73.5%-38.9pp | 69.5%-34.9pp |
| Annual return | 18.80% | 20.80%-2.0pp | 965.08%-946.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $208 | $2,075-90.0% | $2,839-92.7% | $2,042-89.8% |
| Participant deferral / active EE | $973 | $2,611-62.7% | $3,609-73.0% | $3,169-69.3% |
| Admin fee / account holder | $114 | $413-72.4% | $4,904-97.7% | $479-76.2% |