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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY1+ years Service code 15 · EIN 74-1537058 | Recordkeeping | $12,570 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,490 |
LBB & ASSOCIATES, LLP1+ years Filed as: LBB & ASSOCIATES LTD LLP Service code 10 · EIN 20-1359280 | Accounting | $10,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,258 | $52,678-35.0% | $75,784-54.8% | $59,633-42.6% |
| Participation rate | 55.7% | 67.2%-11.5pp | 75.8%-20.1pp | 68.7%-13.0pp |
| Annual return | -5.03% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.40%-2046.4pp |
| Employer contribution / active EE | $866 | $2,193-60.5% | $3,323-73.9% | $2,203-60.7% |
| Participant deferral / active EE | $2,553 | $2,591-1.5% | $3,652-30.1% | $3,192-20.0% |
| Admin fee / account holder | $566 | $3,610-84.3% | $5,300-89.3% | $4,297-86.8% |