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| Provider | Service type | Compensation |
|---|---|---|
TOUCHSTONE RETIREMENT GROUP, LLC2+ years Filed as: TOUCHSTONE RETIREMENT GROUP Service code 13 · EIN 45-3210377 | Contract Administrator | $40,691 |
TRG ADVISORS, INC.2+ years Filed as: TRG ADVISORS Service code 26 · EIN 16-1533600 | Advisory (Participants) | $37,587 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY LLC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $5,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,250 | $46,732+127.4% | $156,551-32.1% | $55,167+92.6% |
| Participation rate | 55.6% | 65.8%-10.2pp | 84.0%-28.5pp | 69.0%-13.4pp |
| Annual return | 9.81% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $3,875 | $2,105+84.1% | $5,501-29.6% | $1,963+97.5% |
| Participant deferral / active EE | $2,004 | $2,204-9.1% | $4,871-58.9% | $3,054-34.4% |
| Admin fee / account holder | $399 | $418-4.6% | $13,028-96.9% | $504-20.8% |