Filed December 30, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP10+ years Service code 12 900 S. CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Recordkeeping and information managem... | $100,842 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,294 | $129,227+113.0% | $184,260+49.4% | $77,736+254.1% |
| Participation rate | 98.2% | 87.4%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 13.07% | 33.24%-20.2pp | 28.84%-15.8pp | 31.26%-18.2pp |
| Employer contribution / active EE | $11,125 | $4,412+152.1% | $6,427+73.1% | $2,728+307.9% |
| Participant deferral / active EE | $16,003 | $7,307+119.0% | $9,133+75.2% | $4,651+244.1% |
| Admin fee / account holder | $147 | $256-42.5% | $13,898-98.9% | $433-66.1% |