Filed April 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES2 years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $29,694 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,992 | $62,267-5.3% | $110,243-46.5% | $55,725+5.9% |
| Participation rate | 41.4% | 78.1%-36.7pp | 79.8%-38.4pp | 70.9%-29.4pp |
| Annual return | 9.14% | -1.07%+10.2pp | 314.76%-305.6pp | 244.93%-235.8pp |
| Employer contribution / active EE | $1,422 | $1,941-26.8% | $3,827-62.9% | $2,078-31.6% |
| Participant deferral / active EE | $2,814 | $3,516-20.0% | $4,672-39.8% | $3,356-16.1% |
| Admin fee / account holder | $333 | $121+175.8% | $8,548-96.1% | $115+189.5% |