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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIRE SOLUTIONS LLC Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $22,885 |
ASCENSUS LLC3 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE STE 402 · GOODLETTSVILLE, TN 37072 | Recordkeeping | $13,975 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,037 |
Filed as: RAYMOND JAMES AND ASSC INC. Service code 22 · EIN 59-1199408 913 HARPETH VALLEY PLACE · NASHVILLE, TN 37221 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,225 | $47,922+0.6% | $75,901-36.5% | $65,185-26.0% |
| Participation rate | 50.3% | 63.0%-12.7pp | 69.3%-19.0pp | 70.2%-19.9pp |
| Annual return | 22.27% | 24.12%-1.8pp | 30.76%-8.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $403 | $1,557-74.1% | $2,501-83.9% | $2,177-81.5% |
| Participant deferral / active EE | $2,456 | $2,550-3.7% | $3,603-31.8% | $3,514-30.1% |
| Admin fee / account holder | $411 | $532-22.6% | $5,420-92.4% | $847-51.4% |