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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $80,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $73,349 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $40,101 |
Filed as: COREBRIDGE Service code 13 · EIN 74-1625348 | Contract Administrator | $6,796 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,461 | $91,695+233.1% | $67,575+352.0% | $77,736+292.9% |
| Participation rate | 68.2% | 76.0%-7.8pp | 72.9%-4.7pp | 70.6%-2.3pp |
| Annual return | 12.27% | 14.88%-2.6pp | 3528.98%-3516.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $4,078 | $3,189+27.9% | $2,736+49.1% | $2,728+49.5% |
| Participant deferral / active EE | $6,257 | $3,912+59.9% | $4,003+56.3% | $4,651+34.6% |
| Admin fee / account holder | $879 | $245+259.0% | $3,993-78.0% | $433+102.8% |