Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $37,824 |
CSM&D3 years Service code 10 · EIN 68-0307221 | Accounting | $24,200 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,460 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,392 | $76,522-31.5% | $56,033-6.5% | $145,884-64.1% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 15.29% | 3014.28%-2999.0pp | 1711.38%-1696.1pp | 551.85%-536.6pp |
| Employer contribution / active EE | $230,510 | $1,382+16575.9% | $1,041+22045.3% | $4,662+4844.1% |
| Participant deferral / active EE | $1,098,155 | $2,624+41751.7% | $1,954+56100.6% | $6,690+16315.8% |
| Admin fee / account holder | $876 | $3,328-73.7% | $2,827-69.0% | $13,392-93.5% |