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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $75,210 |
TIC INTERNATIONAL CORPORATION10+ years Service code 10 · EIN 13-3689044 | Accounting | $27,933 |
ASHER KELLY6 years Service code 29 25800 NORTHWESTERN HWY. SUITE 1100 · SOUTHFIELD, MI 480758412 | Legal | $22,004 |
Filed as: MERRILL LYNCH Service code 27 230 VESEY ST. · NEW YORK, NY 10281 | Advisory (Plan) | $20,000 |
WRUBEL WESLEY AND COMPANY C.P.A.'S10+ years Service code 10 · EIN 38-2574238 | Accounting | $6,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,298 | $92,224-54.1% | $105,223-59.8% | $79,634-46.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 9.86% | 88.65%-78.8pp | 180.65%-170.8pp | 36.46%-26.6pp |
| Employer contribution / active EE | $170 | $3,965-95.7% | $3,689-95.4% | $2,529-93.3% |
| Participant deferral / active EE | $3,406 | $3,834-11.2% | $5,072-32.8% | $3,835-11.2% |
| Admin fee / account holder | $258 | $1,121-76.9% | $8,859-97.1% | $1,002-74.2% |