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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 | $29,051-55.7% | $52,425-75.4% | $67,986-81.1% |
| Participation rate | 100.0% | 30.4%+69.6pp | 55.6%+44.4pp | 57.2%+42.8pp |
| Annual return | 15.21% | 24.00%-8.8pp | 302.12%-286.9pp | 31.67%-16.5pp |
| Employer contribution / active EE | $798 | $412+93.7% | $914-12.7% | $2,019-60.5% |
| Participant deferral / active EE | $2,092 | $873+139.6% | $1,790+16.8% | $3,358-37.7% |
| Admin fee / account holder | $293 | $2,113-86.1% | $2,495-88.3% | $3,203-90.9% |