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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP5 years Service code 12 · EIN 20-0529591 | Participant loan processing; Recordke... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,714 | $96,018-93.0% | $65,493-89.7% | $85,563-92.2% |
| Participation rate | 57.5% | 74.8%-17.3pp | 73.1%-15.6pp | 66.0%-8.5pp |
| Annual return | 9.50% | 14.51%-5.0pp | 982.45%-972.9pp | 31.51%-22.0pp |
| Employer contribution / active EE | $1,779 | $3,235-45.0% | $2,574-30.9% | $2,654-33.0% |
| Participant deferral / active EE | $1,877 | $4,055-53.7% | $3,961-52.6% | $4,375-57.1% |
| Admin fee / account holder | $115 | $271-57.5% | $5,028-97.7% | $834-86.2% |