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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP1 year Service code 12 · EIN 20-0529591 | Recordkeeping and information managem... | $24,487 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,676 | $91,517-71.9% | $101,275-74.6% | $73,412-65.0% |
| Participation rate | 86.4% | 73.8%+12.6pp | 75.8%+10.6pp | 72.2%+14.2pp |
| Annual return | 23.26% | 17.17%+6.1pp | 46.48%-23.2pp | 59.30%-36.0pp |
| Employer contribution / active EE | $2,361 | $2,877-17.9% | $3,660-35.5% | $2,234+5.7% |
| Participant deferral / active EE | $2,981 | $3,338-10.7% | $4,371-31.8% | $3,806-21.7% |
| Admin fee / account holder | $43 | $216-79.9% | $5,948-99.3% | $158-72.5% |