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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1 |
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.
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 | $22,162 | $54,320-59.2% | $67,652-67.2% | $52,331-57.6% |
| Participation rate | 30.7% | 73.6%-42.9pp | 75.7%-45.0pp | 68.1%-37.4pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $435 | $1,544-71.8% | $2,266-80.8% | $1,882-76.9% |
| Participant deferral / active EE | $385 | $2,950-87.0% | $3,560-89.2% | $3,022-87.3% |
| Admin fee / account holder | $2 | $527-99.6% | $4,821-100.0% | $592-99.6% |