Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES8+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $35,349 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,919 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,008 | $47,766-72.8% | $82,744-84.3% | $64,819-79.9% |
| Participation rate | 83.9% | 67.7%+16.2pp | 72.6%+11.3pp | 71.5%+12.4pp |
| Annual return | -16.71% | -13.06%-3.7pp | 702.22%-718.9pp | 32.84%-49.6pp |
| Employer contribution / active EE | $324 | $2,182-85.2% | $3,008-89.2% | $2,507-87.1% |
| Participant deferral / active EE | $1,731 | $3,332-48.1% | $4,395-60.6% | $4,311-59.8% |
| Admin fee / account holder | $17 | $143-88.2% | $5,325-99.7% | $188-91.0% |