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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,298 | $95,880-55.9% | $107,525-60.7% | $85,563-50.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 9.86% | 68.06%-58.2pp | 181.32%-171.5pp | 31.51%-21.7pp |
| Employer contribution / active EE | $170 | $3,812-95.5% | $3,754-95.5% | $2,654-93.6% |
| Participant deferral / active EE | $3,406 | $4,201-18.9% | $5,116-33.4% | $4,375-22.1% |
| Admin fee / account holder | $258 | $1,025-74.8% | $8,919-97.1% | $834-69.0% |