2015 Best In Class – TD Ameritrade

Location Omaha, Nebraska
Asset Size >$500 million – $1 billion
Number of Participants 5,000 – 9,999
Business Financial Services
Participation Rate96%
Avg deferral Rate7.30%
# of Funds21
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationConsidering
Auto-Enrollment Rate3%
Auto-Escalation Rate 1%
Re-EnrollmentYes
Default InvestmentTarget-date (index)
Ret Income OfferingNone
Vesting Period5 years
Match Rate 50% of first 6% of salary
% Receiving Full Match>50%–75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingX
Investing strategiesX
College saving 
Credit/debt mgmt 
Tax/estate planning 
Retiree health costs/savings optionsX
  
ProviderEmpower Retirement
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