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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $71,070 |
Filed as: MERRILL LYNCH Service code 26 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10080 | Advisory (Participants) | $60,000 |
NOVARA, TESIJA & CATENACCI, PLLC10+ years Filed as: NOVARA, TESIJA, PLLC Service code 29 2000 TOWN CENTER · SOUTH FIELD, MI 48075 | Legal | $55,012 |
TIC INTERNATIONAL CORPORATION10+ years Service code 16 6525 CENTURION DR · LANSING, MI 48917 | Consulting | $18,694 |
TITUS & URBANSKI, INC.6 years Service code 10 · EIN 34-1695540 | Accounting | $12,500 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,053 | $82,979+94.1% | $102,412+57.3% | $77,736+107.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.38% | 19.11%-6.7pp | 24.94%-12.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $6,614 | $3,554+86.1% | $3,870+70.9% | $2,728+142.5% |
| Participant deferral / active EE | $347 | $4,109-91.6% | $5,060-93.1% | $4,651-92.5% |
| Admin fee / account holder | $487 | $639-23.8% | $8,388-94.2% | $433+12.3% |