Filed April 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES4 years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $33,314 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,223 |
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 | $70,802 | $78,419-9.7% | $133,956-47.1% | $73,409-3.6% |
| Participation rate | 50.9% | 78.6%-27.7pp | 79.8%-28.9pp | 72.2%-21.3pp |
| Annual return | 16.30% | 33.35%-17.0pp | 45.09%-28.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,578 | $2,044-22.8% | $3,919-59.7% | $2,234-29.4% |
| Participant deferral / active EE | $2,933 | $3,925-25.3% | $5,048-41.9% | $3,805-22.9% |
| Admin fee / account holder | $282 | $161+75.1% | $8,927-96.8% | $158+78.9% |