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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $47,523 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $43,400 |
LPL FINANCIAL9 years Service code 16 · EIN 04-3046611 | Consulting | $43,400 |
ENTERPRISE BANK & TRUST1 year Filed as: FINANCIAL FINESE ENTERPRISE Service code 16 · EIN 94-3333910 | Consulting | $36,792 |
Service code 10 · EIN 43-1189134 | Accounting | $36,000 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $31,699 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $221 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,551 | $53,216-55.7% | $155,534-84.9% | $199,960-88.2% |
| Participation rate | 54.1% | 64.1%-10.0pp | 78.2%-24.1pp | 72.0%-17.8pp |
| Annual return | 10.41% | 41.18%-30.8pp | 64.92%-54.5pp | 34.28%-23.9pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $163 | $186-12.4% | $15,900-99.0% | $269-39.6% |