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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTER CAPITAL MANAGEMENT, INC Service code 27 · EIN 39-1376711 | Advisory (Plan) | $19,923 |
Filed as: TRANSAMERICA RET SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $17,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,569 | $57,140-15.0% | $85,240-43.0% | $80,959-40.0% |
| Participation rate | 98.7% | 56.4%+42.3pp | 67.5%+31.2pp | 67.7%+31.0pp |
| Annual return | 13.47% | 21.71%-8.2pp | 66.75%-53.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,245 | $1,802-30.9% | $2,735-54.5% | $2,757-54.8% |
| Participant deferral / active EE | $2,986 | $3,115-4.1% | $4,527-34.0% | $4,300-30.6% |
| Admin fee / account holder | $349 | $4,992-93.0% | $6,165-94.3% | $6,925-95.0% |