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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $40,372 |
BDC ADVISORY, LLC1 year Filed as: BDC ADVISORY LLC Service code 27 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Advisory (Plan) | $14,834 |
BURLEIGH CONSULTING GROUP3 years Service code 10 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Accounting | $10,893 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $100 |
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.)
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 | $98,107 | $62,928+55.9% | $172,753-43.2% | $67,582+45.2% |
| Participation rate | 61.7% | 64.5%-2.8pp | 82.6%-21.0pp | 71.3%-9.6pp |
| Annual return | 23.49% | 30.36%-6.9pp | 803.00%-779.5pp | 378.57%-355.1pp |
| Employer contribution / active EE | $1,805 | $1,636+10.3% | $5,144-64.9% | $2,148-16.0% |
| Participant deferral / active EE | $4,310 | $2,145+100.9% | $5,198-17.1% | $3,539+21.8% |
| Admin fee / account holder | $340 | $167+104.2% | $13,956-97.6% | $142+139.1% |