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 Rate	96%
Avg deferral Rate	7.30%
# of Funds	21
Investment Review	Quarterly
Fee Review	Annually
Fee Equalization	Considering
Auto-Enrollment Rate	3%
Auto-Escalation Rate	1%
Re-Enrollment	Yes
Default Investment	Target-date (index)
Ret Income Offering	None
Vesting Period	5 years
Match Rate	50% of first 6% of salary
% Receiving Full Match	>50%–75%
True-Up Match	Yes

Financial Education
Saving/budgeting	X
Investing strategies	X
College saving
Credit/debt mgmt
Tax/estate planning
Retiree health costs/savings options	X

Provider	Empower Retirement

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