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 LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $33,687 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,161 |
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 | $74,176 | $78,485-5.5% | $106,213-30.2% | $74,495-0.4% |
| Participation rate | 90.6% | 72.8%+17.8pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 16.05% | 15.95%+0.1pp | 116.14%-100.1pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,489 | $2,523-1.4% | $3,171-21.5% | $2,623-5.1% |
| Participant deferral / active EE | $4,722 | $4,322+9.2% | $5,016-5.9% | $4,346+8.7% |
| Admin fee / account holder | $305 | $2,232-86.3% | $11,033-97.2% | $1,942-84.3% |