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| Provider | Service type | Compensation |
|---|---|---|
HBKS WEALTH ADVISORS5 years Service code 27 · EIN 34-1925718 | Advisory (Plan) | $20,457 |
CYPHER & CYPHER5 years Service code 10 · EIN 25-1385288 | Accounting | $9,610 |
DUNBAR, BENDER & ZAPF, INC.10+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $4,939 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,802 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,094 | $71,215-22.6% | $93,696-41.2% | $80,935-31.9% |
| Participation rate | 72.3% | 60.4%+11.9pp | 68.7%+3.6pp | 67.7%+4.7pp |
| Annual return | 14.10% | 11.27%+2.8pp | 133.74%-119.6pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,452 | $1,565-7.2% | $2,422-40.1% | $2,757-47.3% |
| Participant deferral / active EE | $3,154 | $4,037-21.9% | $4,417-28.6% | $4,299-26.6% |
| Admin fee / account holder | $156 | $6,958-97.8% | $8,287-98.1% | $6,924-97.8% |