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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC5 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $58,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,220 |
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 | $47,754 | $72,303-34.0% | $86,698-44.9% | $64,819-26.3% |
| Participation rate | 60.6% | 80.4%-19.8pp | 76.6%-16.0pp | 71.5%-10.9pp |
| Annual return | -17.98% | 392.77%-410.7pp | 35.95%-53.9pp | 32.84%-50.8pp |
| Employer contribution / active EE | $1,231 | $2,393-48.6% | $2,837-56.6% | $2,507-50.9% |
| Participant deferral / active EE | $4,465 | $4,660-4.2% | $4,656-4.1% | $4,311+3.6% |
| Admin fee / account holder | $313 | $174+79.8% | $7,493-95.8% | $188+66.6% |