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| Provider | Service type | Compensation |
|---|---|---|
KEEFER PENSION CONSULTING INC.10+ years Service code 16 · EIN 27-0328721 | Consulting | $76,871 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $58,579 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,660 | $91,695-22.9% | $67,575+4.6% | $77,736-9.1% |
| Participation rate | 65.1% | 76.0%-11.0pp | 72.9%-7.9pp | 70.6%-5.5pp |
| Annual return | 12.69% | 14.88%-2.2pp | 3528.98%-3516.3pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,612 | $3,189-18.1% | $2,736-4.5% | $2,728-4.3% |
| Participant deferral / active EE | $3,107 | $3,912-20.6% | $4,003-22.4% | $4,651-33.2% |
| Admin fee / account holder | $214 | $245-12.4% | $3,993-94.6% | $433-50.5% |