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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $19,613 |
TCG GROUP HOLDINGS, LLP1+ years Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 | Recordkeeping | $16,473 |
Filed as: TOTAL COMPENSATION INVESTMENT ADVIS Service code 27 · EIN 20-0760699 | Advisory (Plan) | $5,237 |
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 | $11,631 | $59,054-80.3% | $97,197-88.0% | $77,714-85.0% |
| Participation rate | 37.8% | 67.9%-30.1pp | 72.7%-34.9pp | 70.6%-32.8pp |
| Annual return | 20.39% | 16.96%+3.4pp | 75.47%-55.1pp | 31.26%-10.9pp |
| Employer contribution / active EE | $631 | $1,742-63.8% | $2,723-76.8% | $2,727-76.9% |
| Participant deferral / active EE | $987 | $3,930-74.9% | $4,263-76.9% | $4,649-78.8% |
| Admin fee / account holder | $163 | $346-52.8% | $5,637-97.1% | $433-62.3% |