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| Provider | Service type | Compensation |
|---|---|---|
TRG INVESTMENT ADVISORS, LLC2 years Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $23,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,063 |
TYLER SIMMS & ST. SAUVER PC5 years Service code 16 · EIN 02-0476956 | Consulting | $9,000 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,879 | $82,674+66.8% | $125,381+10.0% | $68,486+101.3% |
| Participation rate | 82.1% | 75.1%+7.1pp | 82.4%-0.2pp | 67.9%+14.2pp |
| Annual return | -12.23% | -5.97%-6.3pp | 572.31%-584.5pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,707 | $6,111+42.5% | $7,448+16.9% | $4,028+116.2% |
| Admin fee / account holder | $517 | $6,277-91.8% | $10,007-94.8% | $5,404-90.4% |