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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,383 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US Service code 10 · EIN 39-0859910 | Accounting | $17,500 |
RPA FINANCIAL, LLC3 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $9,190 |
Service code 15 · EIN 02-0491055 | Recordkeeping | $5,648 |
NBT BANCORP NA1 year Filed as: NBT BANK NA Service code 15 · EIN 15-0395735 | Recordkeeping | $3,800 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 23-1974276 | Recordkeeping | $675 |
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 | $74,488 | $101,591-26.7% | $147,096-49.4% | $74,429+0.1% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 18.85% | 8746.45%-8727.6pp | 419.75%-400.9pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $6,002 | $3,813+57.4% | $4,936+21.6% | $2,625+128.7% |
| Participant deferral / active EE | $13,400 | $7,302+83.5% | $8,071+66.0% | $4,348+208.2% |
| Admin fee / account holder | $207 | $1,750-88.2% | $13,005-98.4% | $1,944-89.3% |