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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.3 years Filed as: TRG FIDUCIARY SERVICES Service code 27 · EIN 82-3095168 | Advisory (Plan) | $19,178 |
Service code 10 · EIN 16-1468002 | Accounting | $8,500 |
Service code 15 · EIN 45-3210377 | Recordkeeping | $8,294 |
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 | $89,762 | $65,125+37.8% | $143,797-37.6% | $66,949+34.1% |
| Participation rate | 45.1% | 65.2%-20.1pp | 80.3%-35.2pp | 69.8%-24.7pp |
| Annual return | -16.85% | -11.13%-5.7pp | -0.04%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,330 | $2,920+82.5% | $5,638-5.5% | $4,239+25.7% |
| Admin fee / account holder | $543 | $503+8.0% | $14,679-96.3% | $594-8.5% |