Filed March 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $74,863 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 22 · EIN 41-0973005 | Insurance Broker | $62,418 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,030 | $60,504+106.6% | $81,882+52.7% | $74,478+67.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 11.78% | 16.91%-5.1pp | 779.47%-767.7pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $2,554 | $2,627-2.8% | $2,916-12.4% | $2,626-2.8% |
| Participant deferral / active EE | $10,356 | $3,400+204.6% | $4,323+139.5% | $4,350+138.0% |
| Admin fee / account holder | $327 | $1,492-78.1% | $7,360-95.6% | $1,946-83.2% |