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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $141,328 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $6,175 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,815 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,709 | $116,081+22.9% | $156,181-8.6% | $79,634+79.2% |
| Participation rate | 69.5% | 75.6%-6.1pp | 78.8%-9.4pp | 62.5%+7.0pp |
| Annual return | 13.82% | 15.89%-2.1pp | 64.87%-51.1pp | 36.46%-22.6pp |
| Employer contribution / active EE | $3,359 | $2,828+18.8% | $4,294-21.8% | $2,529+32.8% |
| Participant deferral / active EE | $7,966 | $4,584+73.8% | $6,132+29.9% | $3,835+107.7% |
| Admin fee / account holder | $662 | $854-22.5% | $14,586-95.5% | $1,002-33.9% |