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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $21,567 |
FRAGASSO FINANCIAL ADVISORS2 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $6,123 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,303 | $50,860-32.6% | $155,574-78.0% | $77,714-55.9% |
| Participation rate | 65.9% | 63.1%+2.8pp | 78.2%-12.3pp | 70.6%-4.7pp |
| Annual return | 9.13% | 34.86%-25.7pp | 64.87%-55.7pp | 31.26%-22.1pp |
| Employer contribution / active EE | $1,273 | $1,991-36.0% | $4,676-72.8% | $2,727-53.3% |
| Participant deferral / active EE | $3,044 | $2,825+7.7% | $5,629-45.9% | $4,649-34.5% |
| Admin fee / account holder | $78 | $436-82.2% | $15,914-99.5% | $433-82.0% |