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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $146,983 |
REID & RIEGE, P.C.3 years Filed as: REID AND RIEGE PC Service code 29 1 FINANCIAL PLAZA, 21ST FLOOR · HARTFORD, CT 06103 | Legal | $37,231 |
Service code 14 321 RESEARCH PKWY, SUITE 110 · MERIDEN, CT 06450 | Plan Administrator | $34,000 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $14,232 |
ZENITH AMERICAN SOLUTIONS9 years Service code 14 8 FAIRFIELD BOULEVARD · WALLINGFORD, CT 06492 | Plan Administrator | $8,442 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 33 116 HUNTINGTON AVENUE · BOSTON, MA 02116 | Securities brokerage commissions and ... | $5,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,430 | $77,788+9.8% | $119,126-28.3% | $64,728+32.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 7.78% | 13.19%-5.4pp | 282.11%-274.3pp | 49.38%-41.6pp |
| Employer contribution / active EE | $5,540 | $4,031+37.4% | $4,034+37.4% | $2,243+147.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $306 | $1,365-77.6% | $10,693-97.1% | $1,145-73.3% |