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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP5+ years Filed as: TCG HOLDINGS Service code 12 · EIN 20-0529591 | Recordkeeping and information managem... | $56,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,761 | $98,982-50.7% | $162,177-69.9% | $65,185-25.2% |
| Participation rate | 61.7% | 85.8%-24.1pp | 87.6%-25.9pp | 70.2%-8.5pp |
| Annual return | 18.65% | 24.84%-6.2pp | 115.60%-97.0pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,429 | $3,467-58.8% | $5,613-74.5% | $2,177-34.4% |
| Participant deferral / active EE | $2,851 | $5,384-47.0% | $7,297-60.9% | $3,514-18.9% |
| Admin fee / account holder | $346 | $596-42.0% | $10,843-96.8% | $847-59.2% |