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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $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 | $77,788-45.6% | $119,126-64.5% | $64,728-34.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 9.86% | 13.19%-3.3pp | 282.11%-272.2pp | 49.38%-39.5pp |
| Employer contribution / active EE | $170 | $4,031-95.8% | $4,034-95.8% | $2,243-92.4% |
| Participant deferral / active EE | $3,406 | $2,599+31.0% | $5,318-35.9% | $2,729+24.8% |
| Admin fee / account holder | $258 | $1,365-81.1% | $10,693-97.6% | $1,145-77.4% |