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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES2+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $20,570 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,721 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,989 | $46,072+23.7% | $69,779-18.3% | $55,167+3.3% |
| Participation rate | 69.2% | 67.5%+1.8pp | 71.8%-2.6pp | 69.0%+0.2pp |
| Annual return | 7.87% | 8.68%-0.8pp | 12.99%-5.1pp | 169.23%-161.4pp |
| Employer contribution / active EE | $460 | $1,500-69.3% | $2,338-80.3% | $1,963-76.6% |
| Participant deferral / active EE | $3,962 | $2,344+69.1% | $2,931+35.2% | $3,054+29.7% |
| Admin fee / account holder | $306 | $428-28.4% | $4,381-93.0% | $504-39.2% |