Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP1 year Service code 12 · EIN 20-0529591 | Sub-transfer agency fees; Float reven... | $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 | $69,745-36.2% | $67,511-34.1% | $74,546-40.3% |
| Participation rate | 58.7% | 71.3%-12.7pp | 72.9%-14.2pp | 67.2%-8.6pp |
| Annual return | 15.58% | -40.37%+56.0pp | 3517.41%-3501.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $548 | $2,705-79.7% | $2,733-79.9% | $2,624-79.1% |
| Participant deferral / active EE | $2,753 | $3,636-24.3% | $4,000-31.2% | $4,347-36.7% |
| Admin fee / account holder | $39 | $894-95.6% | $3,999-99.0% | $1,944-98.0% |