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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $65,930 |
LPL FINANCIAL10+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $35,643 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $6,750 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,846 | $90,064-29.1% | $100,415-36.4% | $77,762-17.9% |
| Participation rate | 96.2% | 81.3%+14.9pp | 81.5%+14.7pp | 70.6%+25.6pp |
| Annual return | 10.98% | 20.61%-9.6pp | 49.47%-38.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $577 | $3,043-81.0% | $3,943-85.4% | $2,728-78.8% |
| Participant deferral / active EE | $4,778 | $8,282-42.3% | $8,091-40.9% | $4,651+2.7% |
| Admin fee / account holder | $324 | $172+88.5% | $7,906-95.9% | $433-25.1% |