Filed March 5, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC7 years Service code 15 · EIN 20-1017513 | Recordkeeping | $42,096 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,662 |
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.)
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 | $153,414 | $101,763+50.8% | $164,866-6.9% | $80,874+89.7% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 6.49% | 16.73%-10.2pp | 69.97%-63.5pp | 35.62%-29.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,770 | $4,477-38.1% | $6,033-54.1% | $4,297-35.5% |
| Admin fee / account holder | $2,568 | $8,228-68.8% | $12,689-79.8% | $6,935-63.0% |