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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP5 years Service code 12 · EIN 20-0529591 | Direct payment from the plan; Recordk... | $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 | $86,795-92.3% | $67,681-90.1% | $64,728-89.6% |
| Participation rate | 57.5% | 71.7%-14.2pp | 73.7%-16.3pp | 57.9%-0.4pp |
| Annual return | 9.50% | 12.58%-3.1pp | 590.58%-581.1pp | 49.38%-39.9pp |
| Employer contribution / active EE | $1,779 | $2,837-37.3% | $2,678-33.6% | $2,243-20.7% |
| Participant deferral / active EE | $1,877 | $3,430-45.3% | $3,976-52.8% | $2,729-31.2% |
| Admin fee / account holder | $115 | $238-51.7% | $6,100-98.1% | $1,145-89.9% |