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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.2 years Filed as: TRG INVESTMENT ADVISOR, LLC Service code 27 STE 110, LAKEWOOD · RANCH, FL 34202 | Advisory (Plan) | $27,174 |
Filed as: AMERICANTCS FIDUCIARY SERVICES Service code 14 1251 WATERFRONT PLACE · PITTSBURG, PA 15222 | Plan Administrator | $22,743 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $18,510 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $8,820 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,366-100.0% | $66,674-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | -98.68% | 386.41%-485.1pp | 321.24%-419.9pp | 145.39%-244.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |