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 SERVICES2+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $20,761 |
FISCHER DORWART, P.C.2+ years Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $12,220 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,841 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,170 | $74,089-57.9% | $133,975-76.7% | $55,167-43.5% |
| Participation rate | 63.3% | 84.3%-20.9pp | 87.1%-23.7pp | 69.0%-5.7pp |
| Annual return | 9.08% | 12.11%-3.0pp | 29.29%-20.2pp | 169.23%-160.1pp |
| Employer contribution / active EE | $288 | $3,064-90.6% | $5,211-94.5% | $1,963-85.3% |
| Participant deferral / active EE | $2,752 | $4,678-41.2% | $6,282-56.2% | $3,054-9.9% |
| Admin fee / account holder | $327 | $458-28.6% | $9,324-96.5% | $504-35.1% |