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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.1 year Filed as: TRG INVESTMENT ADVISOR, LLC Service code 27 STE 110, LAKEWOOD · RANCH, FL 34202 | Advisory (Plan) | $29,578 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $25,676 |
Filed as: AMERICANTCS FIDUCIARY SERVICES Service code 14 1251 WATERFRONT PLACE · PITTSBURG, PA 15222 | Plan Administrator | $18,483 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $10,336 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,939 | $58,275+62.9% | $81,844+16.0% | $80,935+17.3% |
| Participation rate | 98.8% | 63.5%+35.4pp | 72.4%+26.4pp | 67.7%+31.2pp |
| Annual return | 12.10% | 41.82%-29.7pp | 778.87%-766.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $433 | $4,749-90.9% | $7,355-94.1% | $6,924-93.7% |