Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES9+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $37,378 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,478 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,826 | $52,208-63.9% | $86,612-78.3% | $74,419-74.7% |
| Participation rate | 87.9% | 66.3%+21.6pp | 71.7%+16.2pp | 70.7%+17.2pp |
| Annual return | 16.77% | 44.46%-27.7pp | 591.07%-574.3pp | 34.38%-17.6pp |
| Employer contribution / active EE | $375 | $2,282-83.5% | $3,022-87.6% | $2,637-85.8% |
| Participant deferral / active EE | $1,895 | $3,383-44.0% | $4,438-57.3% | $4,528-58.2% |
| Admin fee / account holder | $26 | $319-91.8% | $5,614-99.5% | $348-92.5% |