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| Provider | Service type | Compensation |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC1+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 26 · EIN 20-5282002 | Advisory (Participants) | $19,734 |
Service code 64 · EIN 91-1035498 | Recordkeeping Fees | $11,467 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,179 | $49,025+16.6% | $87,502-34.7% | $62,881-9.1% |
| Participation rate | 76.8% | 64.9%+11.9pp | 73.8%+3.0pp | 69.3%+7.5pp |
| Annual return | 2.79% | 10.02%-7.2pp | 12.21%-9.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $630 | $1,372-54.1% | $2,550-75.3% | $2,281-72.4% |
| Participant deferral / active EE | $3,462 | $2,289+51.2% | $3,149+10.0% | $3,203+8.1% |
| Admin fee / account holder | $254 | $4,065-93.8% | $4,221-94.0% | $4,296-94.1% |