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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $84,749 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $74,873 |
MARTINDALE KEYSOR & CO PLLC5 years Service code 10 · EIN 14-1818557 | Accounting | $10,250 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 15 · EIN 14-1624930 | Recordkeeping | $350 |
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 | $182,002 | $69,383+162.3% | $101,275+79.7% | $73,497+147.6% |
| Participation rate | 97.6% | 68.4%+29.3pp | 75.8%+21.8pp | 70.7%+27.0pp |
| Annual return | 15.96% | 18.46%-2.5pp | 46.48%-30.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $9,959 | $2,628+278.9% | $3,660+172.1% | $2,270+338.7% |
| Participant deferral / active EE | $3,256 | $3,301-1.4% | $4,371-25.5% | $3,740-12.9% |
| Admin fee / account holder | $570 | $704-19.1% | $5,948-90.4% | $513+11.0% |