Filed April 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES6 years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $46,202 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,747 | $71,142-21.6% | $119,609-53.4% | $64,808-14.0% |
| Participation rate | 68.8% | 78.6%-9.9pp | 79.3%-10.5pp | 71.5%-2.7pp |
| Annual return | -13.30% | -10.01%-3.3pp | -14.97%+1.7pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,998 | $2,497-20.0% | $4,232-52.8% | $2,506-20.3% |
| Participant deferral / active EE | $3,750 | $4,490-16.5% | $5,602-33.1% | $4,310-13.0% |
| Admin fee / account holder | $260 | $162+60.6% | $10,323-97.5% | $188+38.6% |