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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $32,953 |
RETIREMENT STRATEGIES, INC.2 years Service code 15 · EIN 58-2380163 | Recordkeeping | $6,875 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,882 | $71,192-3.2% | $117,861-41.6% | $62,293+10.6% |
| Participation rate | 68.6% | 74.2%-5.6pp | 79.7%-11.1pp | 69.5%-0.9pp |
| Annual return | 11.90% | 18.66%-6.8pp | 335.11%-323.2pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,515 | $1,934+30.1% | $3,786-33.6% | $2,042+23.1% |
| Participant deferral / active EE | $3,475 | $3,189+9.0% | $4,482-22.5% | $3,169+9.6% |
| Admin fee / account holder | $162 | $587-72.5% | $8,021-98.0% | $479-66.3% |