Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,480 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,553 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $4,400 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,020 | $63,845+9.7% | $81,370-13.9% | $80,959-13.5% |
| Participation rate | 92.6% | 63.9%+28.8pp | 69.5%+23.1pp | 67.7%+25.0pp |
| Annual return | 10.65% | 16.37%-5.7pp | 24.85%-14.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $4,376 | $1,980+121.0% | $2,464+77.6% | $2,757+58.7% |
| Participant deferral / active EE | $6,557 | $3,093+112.0% | $3,885+68.8% | $4,300+52.5% |
| Admin fee / account holder | $372 | $5,688-93.5% | $5,749-93.5% | $6,925-94.6% |