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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP4 years Service code 12 · EIN 20-0529591 | Claims processing; Participant loan p... | $129,417 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,713 | $113,568-94.1% | $67,560-90.1% | $200,096-96.6% |
| Participation rate | 64.1% | 73.3%-9.3pp | 72.9%-8.9pp | 72.0%-7.9pp |
| Annual return | 15.09% | 15.88%-0.8pp | 3533.50%-3518.4pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,376 | $3,409-59.6% | $2,737-49.7% | $3,038-54.7% |
| Participant deferral / active EE | $1,445 | $4,163-65.3% | $4,004-63.9% | $5,090-71.6% |
| Admin fee / account holder | $86 | $102-15.9% | $3,994-97.8% | $269-68.0% |