Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES7+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $36,791 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,812 | $58,344-81.5% | $98,477-89.0% | $86,813-87.5% |
| Participation rate | 85.6% | 68.4%+17.2pp | 73.3%+12.3pp | 72.3%+13.3pp |
| Annual return | 15.22% | 43.47%-28.2pp | 1493.59%-1478.4pp | 97.93%-82.7pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,348 | $3,156-57.3% | $4,276-68.5% | $4,131-67.4% |
| Admin fee / account holder | $12 | $138-91.0% | $5,951-99.8% | $170-92.7% |