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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $157,886 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 16 · EIN 52-1396995 | Consulting | $45,660 |
FORVIS, LLP3 years Filed as: FORVIS WEALTH ADVISORS LLC Service code 33 · EIN 43-1815436 | Securities brokerage; Securities brok... | $7,942 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $616 |
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 |
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 | $32,900 | $53,204-38.2% | $155,556-78.8% | $200,096-83.6% |
| Participation rate | 91.2% | 64.1%+27.1pp | 78.2%+13.0pp | 72.0%+19.2pp |
| Annual return | 12.53% | 41.02%-28.5pp | 64.84%-52.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $1,489 | $1,850-19.5% | $4,675-68.1% | $3,038-51.0% |
| Participant deferral / active EE | $3,881 | $3,163+22.7% | $5,631-31.1% | $5,090-23.8% |
| Admin fee / account holder | $59 | $186-68.1% | $15,885-99.6% | $269-78.0% |