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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $30,143 |
CREATIVE PLANNING LLC2 years Service code 16 · EIN 43-1270780 | Consulting | $16,673 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $329,575 | $148,978+121.2% | $200,582+64.3% | $84,808+288.6% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 13.79% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $9,363 | $4,815+94.5% | $6,419+45.9% | $2,631+255.9% |
| Participant deferral / active EE | $18,845 | $7,142+163.9% | $9,331+102.0% | $4,212+347.4% |
| Admin fee / account holder | $58 | $13,977-99.6% | $16,305-99.6% | $7,344-99.2% |