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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC2+ years Filed as: TFO-TDC LLC Service code 27 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Plan) | $27,887 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
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 | $55,702 | $60,165-7.4% | $74,184-24.9% | $55,167+1.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 76.6%+10.9pp | 69.0%+18.5pp |
| Annual return | 7.54% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,741 | $1,600+8.8% | $2,370-26.6% | $1,963-11.3% |
| Participant deferral / active EE | $3,472 | $2,973+16.8% | $3,550-2.2% | $3,054+13.7% |
| Admin fee / account holder | $232 | $419-44.7% | $5,586-95.8% | $504-54.0% |