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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC2 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $45,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,629 | $73,404-31.0% | $87,104-41.9% | $67,579-25.1% |
| Participation rate | 50.3% | 80.9%-30.6pp | 76.9%-26.6pp | 71.3%-21.0pp |
| Annual return | 48.53% | 48.29%+0.2pp | 28.19%+20.3pp | 378.56%-330.0pp |
| Employer contribution / active EE | $798 | $2,014-60.4% | $2,521-68.3% | $2,148-62.8% |
| Participant deferral / active EE | $3,248 | $3,913-17.0% | $4,048-19.8% | $3,539-8.2% |
| Admin fee / account holder | $237 | $142+67.4% | $7,491-96.8% | $142+66.6% |