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 |
|---|---|---|
Service code 13 · EIN 59-3092339 822 A1A N. · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $3,017 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,679 |
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 | $22,956 | $155,795-85.3% | $136,298-83.2% | $69,631-67.0% |
| Participation rate | 32.9% | 75.2%-42.3pp | 81.9%-49.0pp | 70.7%-37.8pp |
| Annual return | 23.42% | 232464.33%-232440.9pp | 5156.27%-5132.8pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,022 | $5,394-81.0% | $6,247-83.6% | $3,224-68.3% |
| Admin fee / account holder | $28 | $128-78.1% | $9,244-99.7% | $110-74.6% |