Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $106,605 |
MERCER6 years Service code 26 · EIN 30-0282430 | Advisory (Participants) | $49,307 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $28,130 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,161 | $91,692+97.6% | $67,561+168.1% | $77,714+133.1% |
| Participation rate | 98.0% | 76.0%+22.0pp | 72.9%+25.1pp | 70.6%+27.4pp |
| Annual return | 13.08% | 14.88%-1.8pp | 3525.44%-3512.4pp | 31.26%-18.2pp |
| Employer contribution / active EE | $9,919 | $3,188+211.2% | $2,735+262.7% | $2,727+263.8% |
| Participant deferral / active EE | $10,616 | $3,912+171.4% | $4,003+165.2% | $4,649+128.3% |
| Admin fee / account holder | $115 | $245-53.0% | $4,006-97.1% | $433-73.5% |