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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $1,092,950 |
EWG ELEVATE INC5 years Service code 33 · EIN 82-3365896 | Securities brokerage; Securities brok... | $15,617 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,904 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,855 | $106,553-59.8% | $133,698-67.9% | $106,553-59.8% |
| Participation rate | 84.3% | 69.8%+14.5pp | 76.4%+7.9pp | 69.8%+14.5pp |
| Annual return | 14.19% | 17.37%-3.2pp | 580.90%-566.7pp | 17.37%-3.2pp |
| Employer contribution / active EE | $599 | $3,359-82.2% | $4,218-85.8% | $3,359-82.2% |
| Participant deferral / active EE | $4,357 | $5,562-21.7% | $7,016-37.9% | $5,562-21.7% |
| Admin fee / account holder | $27 | $80-65.9% | $6,703-99.6% | $80-65.9% |