Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $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 | $91,680+97.6% | $67,524+168.3% | $77,692+133.2% |
| Participation rate | 98.0% | 76.0%+22.0pp | 72.9%+25.1pp | 70.6%+27.4pp |
| Annual return | 13.08% | 14.87%-1.8pp | 3519.41%-3506.3pp | 31.25%-18.2pp |
| Employer contribution / active EE | $9,919 | $3,186+211.3% | $2,734+262.8% | $2,726+263.8% |
| Participant deferral / active EE | $10,616 | $3,909+171.6% | $4,001+165.3% | $4,648+128.4% |
| Admin fee / account holder | $115 | $176-34.8% | $4,001-97.1% | $431-73.3% |