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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP9+ years Filed as: TCG HOLDINGS Service code 12 · EIN 20-0529591 | Recordkeeping and information managem... | $76,948 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,145 | $130,294-61.5% | $170,043-70.5% | $71,511-29.9% |
| Participation rate | 61.5% | 86.2%-24.6pp | 87.0%-25.5pp | 67.9%-6.4pp |
| Annual return | 13.06% | 20.36%-7.3pp | 53.40%-40.3pp | 28.86%-15.8pp |
| Employer contribution / active EE | $1,959 | $4,385-55.3% | $6,790-71.1% | $2,589-24.3% |
| Participant deferral / active EE | $3,224 | $6,928-53.5% | $10,410-69.0% | $4,291-24.9% |
| Admin fee / account holder | $409 | $966-57.6% | $12,824-96.8% | $1,588-74.2% |