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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,649 |
Filed as: ALLIANCE WEALTH ADVISORS LLC Service code 27 · EIN 82-1809109 | Advisory (Plan) | $12,305 |
THE BENEFITS GROUP, LLC1 year Service code 27 · EIN 30-0021518 | Advisory (Plan) | $9,945 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,666 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,937 | $66,459-67.0% | $81,353-73.0% | $77,736-71.8% |
| Participation rate | 74.5% | 68.7%+5.8pp | 69.5%+5.0pp | 70.6%+3.9pp |
| Annual return | 14.00% | 15.95%-1.9pp | 24.82%-10.8pp | 31.26%-17.3pp |
| Employer contribution / active EE | $172 | $2,156-92.0% | $2,464-93.0% | $2,728-93.7% |
| Participant deferral / active EE | $1,005 | $3,674-72.6% | $3,885-74.1% | $4,651-78.4% |
| Admin fee / account holder | $79 | $585-86.5% | $5,766-98.6% | $433-81.8% |