Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES1 year Filed as: TFS SECURITIES INC. Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $36,093 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,482 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,993 | $54,237-79.7% | $90,304-87.8% | $67,579-83.7% |
| Participation rate | 90.2% | 68.6%+21.6pp | 73.3%+17.0pp | 71.3%+19.0pp |
| Annual return | 24.64% | 37.27%-12.6pp | 78.13%-53.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $571 | $1,846-69.1% | $2,855-80.0% | $2,148-73.4% |
| Participant deferral / active EE | $1,228 | $2,625-53.2% | $3,885-68.4% | $3,539-65.3% |
| Admin fee / account holder | $15 | $123-87.9% | $5,354-99.7% | $142-89.5% |