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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $82,757 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $76,337 |
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 | $120,398 | $88,982+35.3% | $102,438+17.5% | $77,671+55.0% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.6pp |
| Annual return | 13.07% | 25.01%-11.9pp | 29.37%-16.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,641 | $2,698-2.1% | $3,024-12.7% | $2,726-3.1% |
| Participant deferral / active EE | $8,319 | $5,144+61.7% | $5,054+64.6% | $4,648+79.0% |
| Admin fee / account holder | $212 | $236-9.8% | $9,448-97.8% | $430-50.6% |