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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $16,363 |
Service code 22 · EIN 41-0944586 | Insurance Broker | $11,742 |
AEGIS CAPITAL CORP2 years Service code 22 | Insurance Broker | $3,582 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,212 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $500 |
AEGIS CAPITAL CORP2 years Filed as: AEGIS CAPITAL CORP. Service code 22 · EIN 11-2671906 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,836 | $89,652-61.1% | $141,197-75.3% | $65,186-46.6% |
| Participation rate | 53.7% | 74.7%-21.0pp | 82.5%-28.8pp | 70.2%-16.5pp |
| Annual return | 9.19% | 32.79%-23.6pp | 71.41%-62.2pp | 29.39%-20.2pp |
| Employer contribution / active EE | $1,262 | $3,065-58.8% | $4,736-73.3% | $2,177-42.0% |
| Participant deferral / active EE | $2,375 | $5,691-58.3% | $6,710-64.6% | $3,514-32.4% |
| Admin fee / account holder | $308 | $569-45.9% | $10,265-97.0% | $847-63.7% |