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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC3+ years Filed as: TFO-TDC LLC Service code 27 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Plan) | $23,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,248 | $64,909-27.2% | $82,312-42.6% | $62,293-24.2% |
| Participation rate | 80.7% | 74.9%+5.9pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 21.84% | 21.18%+0.7pp | 25.88%-4.0pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,176 | $1,676-29.8% | $2,428-51.6% | $2,042-42.4% |
| Participant deferral / active EE | $3,380 | $3,103+8.9% | $3,706-8.8% | $3,169+6.6% |
| Admin fee / account holder | $179 | $440-59.3% | $5,608-96.8% | $479-62.6% |