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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES1 year Service code 27 · EIN 22-2825878 | Advisory (Plan) | $11,903 |
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $1,359 |
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.
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 | $26,625 | $60,165-55.7% | $74,184-64.1% | $55,167-51.7% |
| Participation rate | 51.6% | 74.2%-22.5pp | 76.6%-25.0pp | 69.0%-17.4pp |
| Annual return | 8.49% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $701 | $1,600-56.2% | $2,370-70.4% | $1,963-64.3% |
| Participant deferral / active EE | $1,268 | $2,973-57.3% | $3,550-64.3% | $3,054-58.5% |
| Admin fee / account holder | $168 | $419-60.0% | $5,586-97.0% | $504-66.7% |