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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $31,594 |
FRAGASSO FINANCIAL ADVISORS10+ years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $9,716 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,779 | $50,919-2.2% | $155,556-68.0% | $77,762-36.0% |
| Participation rate | 50.6% | 63.1%-12.5pp | 78.2%-27.6pp | 70.6%-20.0pp |
| Annual return | 11.83% | 34.84%-23.0pp | 64.84%-53.0pp | 31.27%-19.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $123 | $437-71.8% | $15,885-99.2% | $433-71.6% |