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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $39,958 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $21,163 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $825 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,374 | $55,457+23.3% | $76,119-10.2% | $77,736-12.0% |
| Participation rate | 41.7% | 63.6%-21.9pp | 69.1%-27.4pp | 70.6%-28.9pp |
| Annual return | 10.38% | 17.09%-6.7pp | 361.25%-350.9pp | 31.26%-20.9pp |
| Employer contribution / active EE | $1,780 | $1,792-0.7% | $2,693-33.9% | $2,728-34.8% |
| Participant deferral / active EE | $2,223 | $3,454-35.7% | $4,259-47.8% | $4,651-52.2% |
| Admin fee / account holder | $500 | $411+21.6% | $6,421-92.2% | $433+15.3% |