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, LLP2+ years Filed as: TCG ADMINISTRATORS Service code 64 · EIN 20-0529591 900 S CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Recordkeeping Fees | $30,779 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,205 | $57,976-39.3% | $63,018-44.1% | $62,293-43.5% |
| Participation rate | 69.7% | 75.9%-6.2pp | 74.8%-5.1pp | 69.5%+0.2pp |
| Annual return | 11.76% | 17.54%-5.8pp | 87.62%-75.9pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,039 | $2,415-57.0% | $2,761-62.4% | $2,042-49.1% |
| Participant deferral / active EE | $2,423 | $2,956-18.0% | $3,330-27.2% | $3,169-23.6% |
| Admin fee / account holder | $280 | $276+1.5% | $3,601-92.2% | $479-41.6% |