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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.2 years Filed as: TRG FIDUCIARY SERVICES Service code 27 · EIN 82-3095168 | Advisory (Plan) | $16,073 |
Service code 15 · EIN 45-3210377 | Recordkeeping | $8,219 |
Service code 10 · EIN 16-1468002 | Accounting | $8,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,920 | $61,172+71.5% | $185,851-43.5% | $79,389+32.2% |
| Participation rate | 37.3% | 66.6%-29.3pp | 81.7%-44.4pp | 70.7%-33.4pp |
| Annual return | 14.58% | 19.45%-4.9pp | 122.11%-107.5pp | 116.89%-102.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,080 | $2,788+82.2% | $5,569-8.8% | $4,046+25.6% |
| Admin fee / account holder | $536 | $710-24.5% | $16,245-96.7% | $626-14.4% |