Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $15,640 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $14,643 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,288 | $91,474-63.6% | $135,982-75.5% | $71,529-53.5% |
| Participation rate | 81.1% | 75.7%+5.4pp | 81.9%-0.9pp | 67.9%+13.1pp |
| Annual return | 18.11% | 29.89%-11.8pp | 68.32%-50.2pp | 28.97%-10.9pp |
| Employer contribution / active EE | $936 | $3,705-74.7% | $4,859-80.7% | $2,590-63.9% |
| Participant deferral / active EE | $5,813 | $7,095-18.1% | $7,760-25.1% | $4,291+35.5% |
| Admin fee / account holder | $149 | $1,267-88.2% | $10,767-98.6% | $1,588-90.6% |