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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.1+ years Filed as: TRG ADVISORS Service code 26 · EIN 16-1533600 | Advisory (Participants) | $35,792 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY LLC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $12,833 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $11,168 |
TOUCHSTONE RETIREMENT GROUP, LLC1+ years Filed as: TOUCHSTONE RETIREMENT GROUP Service code 24 | Discretionary Trustee | $4,534 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,351 | $46,360+140.2% | $147,617-24.6% | $52,331+112.8% |
| Participation rate | 75.0% | 64.9%+10.1pp | 84.6%-9.6pp | 68.1%+6.9pp |
| Annual return | 1.22% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $5,613 | $2,126+164.0% | $5,564+0.9% | $1,882+198.3% |
| Participant deferral / active EE | $2,122 | $2,258-6.0% | $4,895-56.6% | $3,022-29.8% |
| Admin fee / account holder | $418 | $766-45.4% | $11,612-96.4% | $592-29.3% |