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| Provider | Service type | Compensation |
|---|---|---|
TPG CONSULTING, LLC7 years Service code 99 · EIN 47-1245673 | Other Fees | $9,167 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,600 | $101,795-42.4% | $165,100-64.5% | $80,959-27.6% |
| Participation rate | 76.5% | 71.8%+4.7pp | 78.6%-2.1pp | 67.7%+8.9pp |
| Annual return | 10.16% | 16.73%-6.6pp | 70.21%-60.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,729 | $2,954-7.6% | $4,348-37.2% | $2,757-1.0% |
| Participant deferral / active EE | $4,746 | $4,476+6.0% | $6,035-21.4% | $4,300+10.4% |
| Admin fee / account holder | $463 | $8,221-94.4% | $12,696-96.4% | $6,925-93.3% |