Filed January 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS Service code 27 · EIN 20-1017513 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Plan) | $29,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,398 | $71,516+4.0% | $98,439-24.4% | $71,457+4.1% |
| Participation rate | 88.8% | 72.7%+16.1pp | 75.2%+13.6pp | 67.9%+20.8pp |
| Annual return | 21.02% | 32.41%-11.4pp | 21.16%-0.1pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,211 | $2,399-49.5% | $3,048-60.3% | $2,588-53.2% |
| Participant deferral / active EE | $4,527 | $4,109+10.2% | $4,738-4.4% | $4,289+5.6% |
| Admin fee / account holder | $308 | $1,675-81.6% | $8,948-96.6% | $1,587-80.6% |