Filed December 8, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $170,662 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $47,592 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,100 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,006 | $53,216+5.2% | $155,534-64.0% | $199,960-72.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 414.52% | 41.18%+373.3pp | 64.92%+349.6pp | 34.28%+380.2pp |
| Employer contribution / active EE | $863 | $1,848-53.3% | $4,675-81.5% | $3,036-71.6% |
| Participant deferral / active EE | $3,212 | $3,164+1.5% | $5,630-42.9% | $5,087-36.9% |
| Admin fee / account holder | $79 | $186-57.5% | $15,900-99.5% | $269-70.7% |