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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $64,535 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 27 · EIN 13-5674085 | Advisory (Plan) | $53,956 |
Filed as: KERBER, ECK, & BRAECKEL Service code 10 · EIN 43-0352985 | Accounting | $11,500 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,675 | $86,944+198.7% | $107,525+141.5% | $74,304+249.5% |
| Participation rate | 86.7% | 59.6%+27.1pp | 75.1%+11.6pp | 60.3%+26.3pp |
| Annual return | 12.08% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.4pp |
| Employer contribution / active EE | $4,361 | $2,757+58.2% | $3,754+16.2% | $2,241+94.6% |
| Participant deferral / active EE | $8,162 | $3,554+129.6% | $5,116+59.5% | $3,767+116.7% |
| Admin fee / account holder | $554 | $3,727-85.1% | $8,919-93.8% | $2,969-81.3% |