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| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC6 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $52,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,905 | $99,168-42.6% | $96,534-41.1% | $74,460-23.6% |
| Participation rate | 63.7% | 80.7%-17.0pp | 76.0%-12.3pp | 70.7%-7.0pp |
| Annual return | 20.92% | 22.40%-1.5pp | 25.88%-5.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,395 | $2,570-45.7% | $2,965-53.0% | $2,638-47.1% |
| Participant deferral / active EE | $4,872 | $4,936-1.3% | $4,851+0.4% | $4,530+7.6% |
| Admin fee / account holder | $285 | $225+26.9% | $8,253-96.5% | $348-18.0% |