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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $105,425 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,640 | $53,136-40.5% | $155,509-79.7% | $199,593-84.1% |
| Participation rate | 34.5% | 64.1%-29.6pp | 78.2%-43.7pp | 72.0%-37.5pp |
| Annual return | 15.39% | 41.15%-25.8pp | 64.67%-49.3pp | 34.25%-18.9pp |
| Employer contribution / active EE | $146 | $1,851-92.1% | $4,672-96.9% | $3,034-95.2% |
| Participant deferral / active EE | $1,461 | $3,161-53.8% | $5,626-74.0% | $5,087-71.3% |
| Admin fee / account holder | $174 | $185-6.4% | $15,912-98.9% | $269-35.4% |