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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $11,079,824 |
TRINET1 year Filed as: TRINET HR III Service code 35 · EIN 48-1304650 | Employee (plan sponsor) | $288,258 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,621 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $35,000 |
HASKELL & WHITE LLP1 year Filed as: HASKELL WHITE Service code 10 · EIN 33-0310569 | Accounting | $15,560 |
WAMBOLT & ASSOCIATES1 year Filed as: WAMBOLT & ASSOCIATES LLC Service code 27 · EIN 27-2153580 | Advisory (Plan) | $918 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $817 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 10 · EIN 04-2747644 | Accounting | $187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,193 | $97,018-51.4% | $149,715-68.5% | $106,222-55.6% |
| Participation rate | 29.1% | 67.0%-37.9pp | 82.5%-53.4pp | 70.8%-41.7pp |
| Annual return | 9.21% | 24.13%-14.9pp | 276.66%-267.5pp | 21.69%-12.5pp |
| Employer contribution / active EE | $872 | $2,520-65.4% | $4,645-81.2% | $2,723-68.0% |
| Participant deferral / active EE | $3,178 | $5,988-46.9% | $6,842-53.5% | $4,600-30.9% |
| Admin fee / account holder | $114 | $72+58.0% | $9,310-98.8% | $78+45.3% |