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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 LLC · CEDAR RAPIDS, IA 52499 | Recordkeeping | $45,049 |
Filed as: KESTRA ADVISORY SERVICES,LLC Service code 27 · EIN 35-2552359 5707 SW PKWY STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
GRASSI & CO2 years Filed as: GRASSI ADVISOR & ACCOUNTANTS Service code 10 · EIN 11-3266576 | Accounting | $16,686 |
FJC & ASSOCIATES, INC.2 years Filed as: FJC & ASSOCIATES,INC Service code 15 · EIN 06-1086115 23 SUGARLOAF RD · SANDY HOOK, CT 06482 | Recordkeeping | $3,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,988 | $81,476+90.2% | $102,383+51.4% | $80,925+91.5% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.7%+23.8pp |
| Annual return | 14.57% | 25.59%-11.0pp | 24.94%-10.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $6,211 | $3,105+100.0% | $3,870+60.5% | $2,756+125.3% |
| Participant deferral / active EE | $12,807 | $3,871+230.8% | $5,060+153.1% | $4,299+197.9% |
| Admin fee / account holder | $1,491 | $6,717-77.8% | $8,391-82.2% | $6,940-78.5% |