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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $31,657 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $18,175 |
FJC & ASSOCIATES, INC.3 years Service code 15 · EIN 06-1086115 | Recordkeeping | $1,979 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
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).
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 | $102,812 | $78,672+30.7% | $109,163-5.8% | $85,856+19.7% |
| Participation rate | 80.2% | 68.3%+12.0pp | 75.9%+4.4pp | 69.3%+10.9pp |
| Annual return | 13.91% | 25.09%-11.2pp | 25.75%-11.8pp | 318.58%-304.7pp |
| Employer contribution / active EE | $1,188 | $2,734-56.5% | $3,723-68.1% | $2,565-53.7% |
| Participant deferral / active EE | $8,964 | $3,467+158.5% | $4,654+92.6% | $3,952+126.8% |
| Admin fee / account holder | $704 | $5,470-87.1% | $6,754-89.6% | $6,261-88.8% |