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| Provider | Service type | Compensation |
|---|---|---|
TCF WEALTH MANAGEMENT1 year Service code 21 235 E. MAIN ST. · MIDLAND, MI 48641 | Bank Trustee | $22,428 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,572 | $66,813-48.3% | $100,535-65.6% | $73,497-53.0% |
| Participation rate | 36.5% | 77.5%-41.0pp | 79.4%-42.9pp | 70.7%-34.2pp |
| Annual return | 15.39% | 25.70%-10.3pp | 30.90%-15.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,652 | $2,147-23.1% | $3,419-51.7% | $2,270-27.2% |
| Participant deferral / active EE | $1,577 | $5,883-73.2% | $6,271-74.9% | $3,740-57.8% |
| Admin fee / account holder | $253 | $512-50.5% | $8,085-96.9% | $513-50.6% |