Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $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 | $55,472-36.2% | $155,567-77.2% | $74,546-52.5% |
| Participation rate | 40.6% | 61.9%-21.3pp | 78.2%-37.6pp | 67.2%-26.6pp |
| Annual return | 11.67% | 268.72%-257.0pp | 64.74%-53.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $666 | $2,269-70.7% | $4,674-85.8% | $2,624-74.6% |
| Participant deferral / active EE | $2,009 | $2,838-29.2% | $5,628-64.3% | $4,347-53.8% |
| Admin fee / account holder | $375 | $1,743-78.5% | $15,916-97.6% | $1,944-80.7% |