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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $291,324 |
TRIDENT INSURANCE GROUP5 years Service code 17 · EIN 27-3793520 | Pension Consulting | $172,493 |
Filed as: PINNACLE FINANCIAL SERVIES, INC. Service code 15 · EIN 59-2438373 | Recordkeeping | $29,658 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $17,249 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,539 | $55,694-30.8% | $81,844-52.9% | $199,960-80.7% |
| Participation rate | 28.1% | 62.7%-34.6pp | 72.4%-44.3pp | 72.0%-43.9pp |
| Annual return | 19.15% | 19.59%-0.4pp | 778.87%-759.7pp | 34.28%-15.1pp |
| Employer contribution / active EE | $991 | $2,114-53.1% | $2,916-66.0% | $3,036-67.3% |
| Participant deferral / active EE | $2,329 | $3,299-29.4% | $4,323-46.1% | $5,087-54.2% |
| Admin fee / account holder | $613 | $348+76.1% | $7,355-91.7% | $269+127.6% |