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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP5 years Service code 12 · EIN 20-0529591 | Recordkeeping fees; Sub-transfer agen... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,714 | $93,351-92.8% | $62,929-89.3% | $79,634-91.6% |
| Participation rate | 57.5% | 74.6%-17.2pp | 73.1%-15.6pp | 62.5%-5.0pp |
| Annual return | 9.50% | 14.37%-4.9pp | 1063.93%-1054.4pp | 36.46%-27.0pp |
| Employer contribution / active EE | $1,779 | $3,135-43.2% | $2,505-29.0% | $2,529-29.7% |
| Participant deferral / active EE | $1,877 | $3,921-52.1% | $3,888-51.7% | $3,835-51.0% |
| Admin fee / account holder | $115 | $229-49.8% | $5,065-97.7% | $1,002-88.5% |