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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,409 |
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 | $17,377 | $80,177-78.3% | $123,894-86.0% | $57,658-69.9% |
| Participation rate | 33.8% | 74.4%-40.7pp | 81.4%-47.6pp | 70.2%-36.5pp |
| Annual return | 19.90% | 17.90%+2.0pp | 47.52%-27.6pp | 5.13%+14.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $843 | $5,130-83.6% | $5,984-85.9% | $3,061-72.5% |
| Admin fee / account holder | $28 | $106-74.1% | $8,357-99.7% | $95-70.9% |