Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $11,651 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $95,262 | $47,078+102.3% | $100,671-5.4% | $55,191+72.6% |
| Participation rate | 19.0% | 58.0%-39.0pp | 70.7%-51.7pp | 69.2%-50.1pp |
| Annual return | 1.54% | 0.65%+0.9pp | 20.43%-18.9pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,447 | $2,038-29.0% | $3,144-54.0% | $3,046-52.5% |
| Admin fee / account holder | $6 | $153-96.3% | $4,850-99.9% | $91-93.8% |