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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $143,315 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $137,081 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $56,502 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,947 | $68,110-0.2% | $155,556-56.3% | $99,313-31.6% |
| Participation rate | 64.6% | 67.8%-3.2pp | 78.2%-13.6pp | 71.7%-7.1pp |
| Annual return | 88.21% | 16.16%+72.1pp | 64.84%+23.4pp | 17.67%+70.5pp |
| Employer contribution / active EE | $688 | $2,291-70.0% | $4,675-85.3% | $3,264-78.9% |
| Participant deferral / active EE | $3,399 | $3,865-12.0% | $5,631-39.6% | $5,346-36.4% |
| Admin fee / account holder | $61 | $94-34.9% | $15,885-99.6% | $109-43.9% |