Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TCF WEALTH MANAGEMENT1 year Service code 15 235 E. MAIN ST. · MIDLAND, MI 48641 | Recordkeeping | $2,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,248 | $78,428-66.5% | $95,960-72.6% | $79,852-67.1% |
| Participation rate | 59.1% | 73.5%-14.4pp | 77.1%-18.0pp | 69.6%-10.5pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,454 | $3,440-57.7% | $4,167-65.1% | $3,740-61.1% |
| Admin fee / account holder | $39 | $5,622-99.3% | $6,797-99.4% | $5,306-99.3% |