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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,430 | $95,880-10.9% | $107,525-20.5% | $85,563-0.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 7.78% | 68.06%-60.3pp | 181.32%-173.5pp | 31.51%-23.7pp |
| Employer contribution / active EE | $5,540 | $3,812+45.3% | $3,754+47.6% | $2,654+108.8% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $306 | $1,025-70.1% | $8,919-96.6% | $834-63.3% |