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 | $60,393+107.0% | $81,820+52.8% | $74,429+68.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 11.78% | 16.89%-5.1pp | 777.93%-766.2pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $2,554 | $2,626-2.8% | $2,915-12.4% | $2,625-2.7% |
| Participant deferral / active EE | $10,356 | $3,397+204.8% | $4,323+139.6% | $4,348+138.2% |
| Admin fee / account holder | $327 | $1,491-78.1% | $7,391-95.6% | $1,944-83.2% |