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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP3 years Service code 12 · EIN 20-0529591 | Participant loan processing; Claims p... | $56,395 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS AND COMPANY INC. Service code 99 · EIN 43-0538770 | Other Fees | $0 |
Filed as: UNITED BENEFIT PENSIONS, INC. Service code 49 · EIN 36-4517541 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,387 | $50,956-40.4% | $96,562-68.5% | $86,799-65.0% |
| Participation rate | 66.9% | 65.2%+1.6pp | 69.8%-2.9pp | 72.3%-5.4pp |
| Annual return | 8.91% | 21.27%-12.4pp | 37.78%-28.9pp | 97.91%-89.0pp |
| Employer contribution / active EE | $1,162 | $1,111+4.6% | $2,356-50.7% | $2,405-51.7% |
| Participant deferral / active EE | $3,553 | $2,954+20.3% | $3,849-7.7% | $4,131-14.0% |
| Admin fee / account holder | $240 | $166+44.6% | $6,181-96.1% | $170+41.6% |