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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $59,061 |
Service code 10 · EIN 41-1532347 | Accounting | $7,775 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $27 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,261 | $56,317+328.4% | $71,209+238.8% | $74,304+224.7% |
| Participation rate | 89.3% | 55.1%+34.2pp | 73.8%+15.6pp | 60.3%+29.0pp |
| Annual return | 11.35% | 42.83%-31.5pp | 282.51%-271.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $6,420 | $2,160+197.2% | $2,721+136.0% | $2,241+186.5% |
| Participant deferral / active EE | $10,658 | $2,788+282.3% | $4,175+155.3% | $3,767+182.9% |
| Admin fee / account holder | $400 | $2,290-82.5% | $5,349-92.5% | $2,969-86.5% |