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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $55,982 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $27,919 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,245 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 15 · EIN 01-0540055 | Recordkeeping | $1,998 |
DOWNEAST PENSION SERVICES, INC.10+ years Service code 15 · EIN 01-0472857 | Recordkeeping | $300 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,648 | $63,456+35.0% | $100,712-15.0% | $64,097+33.6% |
| Participation rate | 100.0% | 49.7%+50.3pp | 69.3%+30.7pp | 55.2%+44.8pp |
| Annual return | 11.07% | 19.65%-8.6pp | 33.27%-22.2pp | 34.64%-23.6pp |
| Employer contribution / active EE | $929 | $1,003-7.3% | $2,313-59.8% | $1,891-50.9% |
| Participant deferral / active EE | $4,100 | $2,463+66.4% | $4,085+0.4% | $3,080+33.1% |
| Admin fee / account holder | $426 | $4,808-91.1% | $9,256-95.4% | $3,454-87.7% |