Filed February 26, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $28,221 |
Filed as: TRANSAMERICA RET SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $27,279 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $1,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,450 | $81,504+57.6% | $102,437+25.4% | $80,959+58.7% |
| Participation rate | 80.3% | 66.9%+13.4pp | 74.5%+5.8pp | 67.7%+12.6pp |
| Annual return | 13.27% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,592 | $3,104+48.0% | $3,871+18.6% | $2,757+66.5% |
| Participant deferral / active EE | $10,432 | $3,871+169.5% | $5,060+106.2% | $4,300+142.6% |
| Admin fee / account holder | $614 | $6,719-90.9% | $8,388-92.7% | $6,925-91.1% |