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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $60,809 |
BFSG LLC1+ years Filed as: BFSG, LLC Service code 17 · EIN 20-8532658 | Pension Consulting | $35,993 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $14,048 |
STAFFPAY INC DBA EMPLICITY1+ years Service code 14 · EIN 33-0680357 | Plan Administrator | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,946 | $27,330+46.2% | $67,704-41.0% | $55,191-27.6% |
| Participation rate | 45.3% | 47.5%-2.3pp | 67.5%-22.2pp | 69.2%-23.9pp |
| Annual return | -10.87% | 8.81%-19.7pp | 25.41%-36.3pp | 10.78%-21.6pp |
| Employer contribution / active EE | $724 | $855-15.3% | $2,559-71.7% | $1,899-61.9% |
| Participant deferral / active EE | $3,304 | $1,709+93.3% | $3,585-7.9% | $3,046+8.4% |
| Admin fee / account holder | $204 | $109+86.7% | $4,255-95.2% | $91+124.8% |