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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 | $126,519+48.4% | $106,201+76.8% | $145,959+28.7% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 18.78% | 225.10%-206.3pp | 116.26%-97.5pp | 561.95%-543.2pp |
| Employer contribution / active EE | $36,858 | $3,726+889.3% | $3,170+1062.8% | $4,661+690.8% |
| Participant deferral / active EE | $195 | $5,716-96.6% | $5,012-96.1% | $6,689-97.1% |
| Admin fee / account holder | $432 | $17,312-97.5% | $11,039-96.1% | $13,398-96.8% |