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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTION, L Service code 15 · EIN 13-3689044 | Recordkeeping | $16,537 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $16,000 |
Service code 15 · EIN 20-2668095 | Recordkeeping | $14,478 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,372 |
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 | $10,153 | $30,423-66.6% | $56,025-81.9% | $74,478-86.4% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 8.52% | 24.97%-16.4pp | 1712.69%-1704.2pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $758 | $610+24.2% | $1,042-27.2% | $2,626-71.1% |
| Participant deferral / active EE | $2,113 | $1,176+79.7% | $1,955+8.1% | $4,350-51.4% |
| Admin fee / account holder | $322 | $2,363-86.4% | $2,828-88.6% | $1,946-83.5% |