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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $32,961 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $16,178 |
Filed as: CBIZ MARKS PANETH Service code 10 · EIN 22-2769024 | Accounting | $11,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,009 | $58,275+88.8% | $81,844+34.4% | $80,935+35.9% |
| Participation rate | 50.6% | 63.5%-12.9pp | 72.4%-21.8pp | 67.7%-17.1pp |
| Annual return | 14.77% | 41.82%-27.0pp | 778.87%-764.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,993 | $2,346-15.0% | $2,916-31.7% | $2,757-27.7% |
| Participant deferral / active EE | $3,607 | $3,285+9.8% | $4,323-16.6% | $4,299-16.1% |
| Admin fee / account holder | $590 | $4,749-87.6% | $7,355-92.0% | $6,924-91.5% |