Filed April 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES1 year Filed as: TFS SECURITIES INC Service code 27 · EIN 22-2825878 | Advisory (Plan) | $48,630 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,005 | $108,549-28.1% | $156,263-50.1% | $85,563-8.8% |
| Participation rate | 74.4% | 77.1%-2.7pp | 78.9%-4.5pp | 66.0%+8.5pp |
| Annual return | 16.70% | 21.79%-5.1pp | 59.47%-42.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,329 | $2,690-13.4% | $4,333-46.2% | $2,654-12.2% |
| Participant deferral / active EE | $4,124 | $4,800-14.1% | $6,158-33.0% | $4,375-5.7% |
| Admin fee / account holder | $282 | $650-56.6% | $14,255-98.0% | $834-66.2% |