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 |
|---|---|---|
TFS ADVISORY SERVICES1+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $20,962 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $11,800 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,895 | $70,667-50.6% | $123,106-71.7% | $52,331-33.3% |
| Participation rate | 48.2% | 83.7%-35.5pp | 86.8%-38.6pp | 68.1%-19.9pp |
| Annual return | -2.43% | 6.23%-8.7pp | 13.22%-15.6pp | 4.54%-7.0pp |
| Employer contribution / active EE | $338 | $2,946-88.5% | $5,151-93.4% | $1,882-82.0% |
| Participant deferral / active EE | $2,940 | $4,493-34.6% | $6,229-52.8% | $3,022-2.7% |
| Admin fee / account holder | $417 | $506-17.7% | $9,015-95.4% | $592-29.6% |