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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $3,376 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $632 |
NATIONAL FINANCIAL1+ years Service code 60 | Sub-TA Fees | $0 |
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS C0 Service code 37 · EIN 04-2647786 | Loan Processing | -$370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,290 | $46,173+65.2% | $170,435-55.2% | $69,631+9.6% |
| Participation rate | 10.4% | 63.9%-53.5pp | 83.6%-73.2pp | 70.7%-60.3pp |
| Annual return | 15.25% | 21.62%-6.4pp | 205.94%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,017 | $2,080+189.2% | $4,939+21.8% | $3,224+86.6% |
| Admin fee / account holder | $6 | $116-95.0% | $13,881-100.0% | $110-94.7% |