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| Provider | Service type | Compensation |
|---|---|---|
TFS ADVISORY SERVICES1+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $58,194 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,590 |
SHEARER ASSOCIATES1+ years Service code 10 1000 WALNUT STREET · LANSDALE, PA 19446 | Accounting | $26,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,890 | $33,745+77.5% | $64,105-6.6% | $55,191+8.5% |
| Participation rate | 47.0% | 59.4%-12.4pp | 68.2%-21.2pp | 69.2%-22.2pp |
| Annual return | 0.30% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $342 | $641-46.6% | $1,820-81.2% | $1,899-82.0% |
| Participant deferral / active EE | $2,291 | $1,929+18.7% | $2,822-18.8% | $3,046-24.8% |
| Admin fee / account holder | $334 | $94+254.2% | $4,499-92.6% | $91+268.0% |