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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $29,982 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $14,143 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,367 | $138,347+115.7% | $184,203+62.0% | $80,856+269.0% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 18.41% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $8,669 | $4,850+78.7% | $6,427+34.9% | $2,755+214.7% |
| Participant deferral / active EE | $17,271 | $7,071+144.3% | $9,131+89.1% | $4,296+302.1% |
| Admin fee / account holder | $50 | $10,483-99.5% | $13,901-99.6% | $6,918-99.3% |