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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 | $26,269 |
Filed as: CARR RIGGS AND INGRAM Service code 15 · EIN 72-1396621 | Recordkeeping | $8,500 |
ASCENSUS LLC4 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE STE 402 · GOODLETTSVILLE, TN 37072 | Recordkeeping | $6,094 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,605 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,593 | $55,636-0.1% | $81,982-32.2% | $73,497-24.4% |
| Participation rate | 50.0% | 62.3%-12.3pp | 69.3%-19.3pp | 70.7%-20.7pp |
| Annual return | 12.25% | 19.07%-6.8pp | 41.31%-29.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $406 | $1,625-75.0% | $2,498-83.7% | $2,270-82.1% |
| Participant deferral / active EE | $2,627 | $2,762-4.9% | $3,722-29.4% | $3,740-29.8% |
| Admin fee / account holder | $449 | $493-8.8% | $5,665-92.1% | $513-12.4% |