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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $24,595 |
BRADLEY ASSOCIATES INC2 years Service code 10 · EIN 35-1719602 | Accounting | $24,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,983 | $50,919-5.8% | $155,556-69.2% | $77,762-38.3% |
| Participation rate | 63.3% | 63.1%+0.3pp | 78.2%-14.9pp | 70.6%-7.2pp |
| Annual return | 12.75% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $935 | $1,991-53.1% | $4,675-80.0% | $2,728-65.7% |
| Participant deferral / active EE | $2,850 | $2,824+0.9% | $5,631-49.4% | $4,651-38.7% |
| Admin fee / account holder | $181 | $437-58.6% | $15,885-98.9% | $433-58.3% |