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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $11,290 |
THE FINWAY GROUP3 years Service code 15 · EIN 42-1468222 | Recordkeeping | $8,641 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,467 | $59,116-65.4% | $86,438-76.3% | $68,486-70.1% |
| Participation rate | 40.5% | 75.2%-34.8pp | 80.3%-39.9pp | 67.9%-27.4pp |
| Annual return | -19.02% | -0.23%-18.8pp | 4397.19%-4416.2pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,149 | $2,519-54.4% | $3,769-69.5% | $2,597-55.8% |
| Participant deferral / active EE | $1,995 | $5,902-66.2% | $6,952-71.3% | $4,028-50.5% |
| Admin fee / account holder | $370 | $5,639-93.4% | $6,733-94.5% | $5,404-93.2% |