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| Provider | Service type | Compensation |
|---|---|---|
HILLSPRING FINANCIAL INC4 years Filed as: HILLSPRING FINANCIAL INC. Service code 27 · EIN 87-0511814 | Advisory (Plan) | $74,771 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $54,168 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $38,487 |
Filed as: MANSPERGER PATTERSON & MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $4,625 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,591 | $54,213+48.7% | $93,696-14.0% | $77,736+3.7% |
| Participation rate | 48.2% | 64.0%-15.7pp | 68.7%-20.5pp | 70.6%-22.4pp |
| Annual return | 27.72% | 30.55%-2.8pp | 133.74%-106.0pp | 31.26%-3.5pp |
| Employer contribution / active EE | $1,204 | $1,168+3.1% | $2,422-50.3% | $2,728-55.9% |
| Participant deferral / active EE | $3,787 | $3,145+20.4% | $4,417-14.2% | $4,651-18.6% |
| Admin fee / account holder | $373 | $575-35.1% | $8,287-95.5% | $433-13.9% |