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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $327,041 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $79,542 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,803 | $89,588-72.3% | $135,987-81.8% | $77,714-68.1% |
| Participation rate | 96.5% | 74.3%+22.3pp | 76.4%+20.1pp | 70.6%+26.0pp |
| Annual return | 12.34% | 17.42%-5.1pp | 580.01%-567.7pp | 31.26%-18.9pp |
| Employer contribution / active EE | $8,234 | $3,491+135.9% | $4,214+95.4% | $2,727+202.0% |
| Participant deferral / active EE | $7,842 | $5,591+40.3% | $7,027+11.6% | $4,649+68.7% |
| Admin fee / account holder | $221 | $539-58.9% | $6,716-96.7% | $433-48.9% |