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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $99,082 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 | Insurance Broker | $47,015 |
STALKER & ASSOCIATES, INC.4 years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $9,519 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $4,081 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,040 | $87,125-47.2% | $108,410-57.5% | $86,799-47.0% |
| Participation rate | 66.7% | 80.5%-13.8pp | 80.1%-13.4pp | 72.3%-5.6pp |
| Annual return | 15.63% | 25.21%-9.6pp | 905.27%-889.6pp | 97.91%-82.3pp |
| Employer contribution / active EE | $279 | $2,477-88.7% | $3,558-92.2% | $2,405-88.4% |
| Participant deferral / active EE | $2,239 | $6,944-67.7% | $6,563-65.9% | $4,131-45.8% |
| Admin fee / account holder | $216 | $130+65.9% | $7,295-97.0% | $170+27.4% |