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| Provider | Service type | Compensation |
|---|---|---|
TPC QUALIFIED PLANS LLC1 year Service code 15 · EIN 26-2312094 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,873 | $54,679-27.1% | $76,119-47.6% | $74,459-46.5% |
| Participation rate | 47.1% | 60.3%-13.2pp | 69.1%-21.9pp | 67.2%-20.1pp |
| Annual return | 50.12% | 31.90%+18.2pp | 361.25%-311.1pp | 1369.70%-1319.6pp |
| Employer contribution / active EE | $1,899 | $1,781+6.6% | $2,693-29.5% | $2,626-27.7% |
| Participant deferral / active EE | $2,255 | $3,072-26.6% | $4,259-47.1% | $4,350-48.2% |
| Admin fee / account holder | $157 | $2,238-93.0% | $6,421-97.6% | $1,945-91.9% |