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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $82,054 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 55-5000555 | Other Fees | $17,756 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $10,164 |
Filed as: TRG INVESTMENT ADVISORS LLC Service code 99 · EIN 44-4000444 | Other Fees | $2,183 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $915 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,700 | $46,292+20.3% | $143,757-61.3% | $64,808-14.1% |
| Participation rate | 53.7% | 64.2%-10.5pp | 80.3%-26.6pp | 71.5%-17.7pp |
| Annual return | -16.04% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $288 | $1,910-84.9% | $4,951-94.2% | $2,506-88.5% |
| Participant deferral / active EE | $3,585 | $2,646+35.5% | $5,637-36.4% | $4,310-16.8% |
| Admin fee / account holder | $162 | $154+5.3% | $14,673-98.9% | $188-13.8% |