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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $78,468 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $56,078 |
MARTINDALE KEYSOR & CO PLLC4 years Service code 10 · EIN 14-1818557 | Accounting | $10,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,394 | $63,114+154.1% | $92,915+72.6% | $65,186+146.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.75% | 28.75%-8.0pp | 109.45%-88.7pp | 29.39%-8.6pp |
| Employer contribution / active EE | $9,391 | $2,571+265.3% | $3,653+157.0% | $2,177+331.4% |
| Participant deferral / active EE | $2,880 | $3,108-7.3% | $4,238-32.0% | $3,514-18.0% |
| Admin fee / account holder | $425 | $624-31.8% | $5,796-92.7% | $847-49.8% |