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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $79,325 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS FINANCIAL SERVICES Service code 27 · EIN 45-2712335 | Advisory (Plan) | $27,500 |
BAKERY TILLY1 year Service code 10 · EIN 91-0189318 | Accounting | $25,967 |
HUNNEX AND SHOEMAKER, INC.7 years Service code 15 · EIN 91-1072394 | Recordkeeping | $4,600 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $2,500 |
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 | $36,932 | $140,800-73.8% | $89,340-58.7% | $79,634-53.6% |
| Participation rate | 82.0% | 61.9%+20.1pp | 69.6%+12.4pp | 62.5%+19.5pp |
| Annual return | 12.43% | 17.84%-5.4pp | 20.57%-8.1pp | 36.46%-24.0pp |
| Employer contribution / active EE | $2,744 | $2,021+35.8% | $2,231+23.0% | $2,529+8.5% |
| Participant deferral / active EE | $6,270 | $3,219+94.8% | $3,823+64.0% | $3,835+63.5% |
| Admin fee / account holder | $158 | $1,610-90.2% | $6,704-97.7% | $1,002-84.3% |