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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $17,992 |
Filed as: TRANSAMERICA RETIREMENT SOLUTION, L Service code 15 · EIN 13-3689044 | Recordkeeping | $17,162 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,706 |
RETIREMENT SOLUTION GROUP2 years Service code 15 · EIN 20-2668095 | Recordkeeping | $7,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,881 | $36,140-64.4% | $73,658-82.5% | $64,340-80.0% |
| Participation rate | 100.0% | 31.0%+69.0pp | 57.0%+43.0pp | 55.2%+44.8pp |
| Annual return | 15.21% | 21.48%-6.3pp | 29.72%-14.5pp | 24.14%-8.9pp |
| Employer contribution / active EE | $798 | $443+80.0% | $1,032-22.7% | $1,862-57.1% |
| Participant deferral / active EE | $2,092 | $1,023+104.5% | $2,062+1.4% | $2,980-29.8% |
| Admin fee / account holder | $293 | $2,513-88.3% | $3,357-91.3% | $3,703-92.1% |