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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $46,464 |
ASPIRE FINANCIAL SERVICES6 years Filed as: ASPIRE ADVISORS LLC Service code 27 · EIN 27-0362926 | Advisory (Plan) | $21,519 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,416 | $55,437-36.1% | $155,534-77.2% | $74,459-52.4% |
| Participation rate | 40.6% | 61.9%-21.3pp | 78.2%-37.6pp | 67.2%-26.6pp |
| Annual return | 11.67% | 269.58%-257.9pp | 64.92%-53.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $666 | $2,266-70.6% | $4,675-85.8% | $2,626-74.7% |
| Participant deferral / active EE | $2,009 | $2,837-29.2% | $5,630-64.3% | $4,350-53.8% |
| Admin fee / account holder | $375 | $1,742-78.5% | $15,900-97.6% | $1,945-80.7% |