Filed April 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $157,113 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $56,250 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $21,500 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $18,750 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT INVESTMENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $8,750 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN, Service code 29 · EIN 04-3422478 | Legal | $7,358 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $98 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $122,304 | $53,204+129.9% | $155,556-21.4% | $200,096-38.9% |
| Participation rate | 66.7% | 64.1%+2.6pp | 78.2%-11.5pp | 72.0%-5.3pp |
| Annual return | 12.76% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,674 | $1,850-9.5% | $4,675-64.2% | $3,038-44.9% |
| Participant deferral / active EE | $5,566 | $3,163+76.0% | $5,631-1.1% | $5,090+9.4% |
| Admin fee / account holder | $129 | $186-30.4% | $15,885-99.2% | $269-52.0% |