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| Provider | Service type | Compensation |
|---|---|---|
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $83,326 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $79,395 |
Filed as: SOLXSYS ADMINISTRATIVE SOLUTIONS LL Service code 13 · EIN 83-2454243 | Contract Administrator | $40,544 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $29,487 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $8,749 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,171 | $150,494+23.7% | $199,883-6.9% | $100,573+85.1% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.8%+13.2pp | 70.9%+29.1pp |
| Annual return | 10.46% | 16.14%-5.7pp | 43.81%-33.4pp | 18.89%-8.4pp |
| Employer contribution / active EE | $6,792 | $5,383+26.2% | $6,261+8.5% | $3,763+80.5% |
| Participant deferral / active EE | $0 | $9,302-100.0% | $9,138-100.0% | $4,921-100.0% |
| Admin fee / account holder | $215 | $162+32.6% | $17,268-98.8% | $454-52.5% |