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| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC2 years Service code 27 · EIN 88-2289092 | Advisory (Plan) | $26,869 |
TAX FAVORED BENEFITS, INC.4 years Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $6,912 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,358 | $52,450-55.5% | $129,384-81.9% | $74,459-68.6% |
| Participation rate | 55.0% | 53.8%+1.1pp | 69.6%-14.7pp | 67.2%-12.2pp |
| Annual return | 11.79% | 15.65%-3.9pp | 9461.77%-9450.0pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $290 | $1,532-81.1% | $4,153-93.0% | $2,626-89.0% |
| Participant deferral / active EE | $1,775 | $2,797-36.6% | $4,166-57.4% | $4,350-59.2% |
| Admin fee / account holder | $257 | $2,636-90.3% | $7,686-96.7% | $1,945-86.8% |