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| Provider | Service type | Compensation |
|---|---|---|
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $9,500 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,779 | $125,184+50.0% | $105,607+77.8% | $145,884+28.7% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 18.78% | 225.00%-206.2pp | 116.11%-97.3pp | 551.85%-533.1pp |
| Employer contribution / active EE | $36,858 | $3,720+890.8% | $3,167+1063.8% | $4,662+690.5% |
| Participant deferral / active EE | $195 | $5,714-96.6% | $5,011-96.1% | $6,690-97.1% |
| Admin fee / account holder | $432 | $17,133-97.5% | $10,958-96.1% | $13,392-96.8% |