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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $48,847 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,213 |
Filed as: TAX SHLETERED COMPENSATION Service code 15 · EIN 41-0955056 | Recordkeeping | $2,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,085 | $44,734+18.7% | $99,479-46.6% | $67,582-21.5% |
| Participation rate | 91.1% | 66.2%+24.9pp | 73.8%+17.3pp | 71.3%+19.8pp |
| Annual return | 21.28% | 32.45%-11.2pp | 30.72%-9.4pp | 378.57%-357.3pp |
| Employer contribution / active EE | $800 | $1,261-36.6% | $2,540-68.5% | $2,148-62.8% |
| Participant deferral / active EE | $4,938 | $2,731+80.8% | $3,619+36.5% | $3,539+39.5% |
| Admin fee / account holder | $239 | $120+100.0% | $6,253-96.2% | $142+68.2% |