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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $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 | $58,258+88.8% | $81,820+34.5% | $80,925+35.9% |
| Participation rate | 50.6% | 63.5%-12.9pp | 72.4%-21.8pp | 67.7%-17.1pp |
| Annual return | 14.77% | 41.76%-27.0pp | 777.93%-763.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,993 | $2,345-15.0% | $2,915-31.6% | $2,756-27.7% |
| Participant deferral / active EE | $3,607 | $3,284+9.9% | $4,323-16.5% | $4,299-16.1% |
| Admin fee / account holder | $590 | $4,976-88.2% | $7,391-92.0% | $6,940-91.5% |