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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP1 year Service code 12 · EIN 20-0529591 | Recordkeeping and information managem... | $7,595 |
EPLAN ADVISORS, LLC9 years Service code 17 · EIN 36-1543746 | Pension Consulting | $3,153 |
401K GENERATION10+ years Service code 27 237 S WESTMONTE DR, SUITE 300 · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $69,708-36.2% | $67,560-34.1% | $74,478-40.2% |
| Participation rate | 58.7% | 71.4%-12.8pp | 72.9%-14.3pp | 67.2%-8.6pp |
| Annual return | 15.58% | -40.67%+56.3pp | 3533.50%-3517.9pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $548 | $2,715-79.8% | $2,737-80.0% | $2,626-79.1% |
| Participant deferral / active EE | $2,753 | $3,637-24.3% | $4,004-31.2% | $4,350-36.7% |
| Admin fee / account holder | $39 | $887-95.6% | $3,994-99.0% | $1,946-98.0% |