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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $753,676 |
Service code 33 · EIN 04-3556944 | Securities brokerage commissions and ... | $370,228 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,000 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $18,200 |
Service code 33 · EIN 41-2016508 | Securities brokerage; Securities brok... | $6,604 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,293 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $118,841 | $53,204+123.4% | $155,556-23.6% | $200,096-40.6% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.6pp |
| Annual return | 12.64% | 41.02%-28.4pp | 64.84%-52.2pp | 34.26%-21.6pp |
| Employer contribution / active EE | $3,212 | $1,850+73.6% | $4,675-31.3% | $3,038+5.7% |
| Participant deferral / active EE | $7,232 | $3,163+128.6% | $5,631+28.4% | $5,090+42.1% |
| Admin fee / account holder | $174 | $186-6.2% | $15,885-98.9% | $269-35.3% |