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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,597 | $59,186-78.7% | $76,768-83.6% | $56,287-77.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 77.0%-27.0pp | 69.9%-19.9pp |
| Annual return | -7.92% | 6.62%-14.5pp | 2.43%-10.3pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,289 | $1,759-26.7% | $2,485-48.1% | $2,111-38.9% |
| Participant deferral / active EE | $1,879 | $3,255-42.3% | $3,852-51.2% | $3,350-43.9% |
| Admin fee / account holder | $128 | $489-73.9% | $6,675-98.1% | $521-75.5% |