Filed April 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES3 years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $31,184 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,014 | $69,159-6.0% | $125,175-48.1% | $67,579-3.8% |
| Participation rate | 45.2% | 78.2%-33.0pp | 79.8%-34.5pp | 71.3%-26.0pp |
| Annual return | 28.98% | 27.12%+1.9pp | 43.79%-14.8pp | 378.56%-349.6pp |
| Employer contribution / active EE | $1,576 | $2,023-22.1% | $3,865-59.2% | $2,148-26.6% |
| Participant deferral / active EE | $2,891 | $3,700-21.9% | $4,937-41.4% | $3,539-18.3% |
| Admin fee / account holder | $282 | $142+98.7% | $9,702-97.1% | $142+98.0% |