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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $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; Securities brok... | $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 | $50,860-5.7% | $155,574-69.2% | $77,714-38.3% |
| Participation rate | 63.3% | 63.1%+0.2pp | 78.2%-14.9pp | 70.6%-7.2pp |
| Annual return | 12.75% | 34.86%-22.1pp | 64.87%-52.1pp | 31.26%-18.5pp |
| Employer contribution / active EE | $935 | $1,991-53.0% | $4,676-80.0% | $2,727-65.7% |
| Participant deferral / active EE | $2,850 | $2,825+0.9% | $5,629-49.4% | $4,649-38.7% |
| Admin fee / account holder | $181 | $436-58.6% | $15,914-98.9% | $433-58.3% |