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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