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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC4 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $59,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,806 | $185,342-66.7% | $111,303-44.5% | $86,813-28.8% |
| Participation rate | 61.1% | 81.0%-19.9pp | 77.3%-16.2pp | 72.3%-11.2pp |
| Annual return | 19.10% | 500.80%-481.7pp | 54.66%-35.6pp | 97.93%-78.8pp |
| Employer contribution / active EE | $697 | $2,246-69.0% | $2,731-74.5% | $2,406-71.0% |
| Participant deferral / active EE | $3,900 | $4,458-12.5% | $4,487-13.1% | $4,131-5.6% |
| Admin fee / account holder | $305 | $255+19.2% | $7,966-96.2% | $170+79.6% |