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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $49,413 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $17,738 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $62,010 | $58,859+5.4% | $129,397-52.1% | $77,714-20.2% |
| Participation rate | 50.1% | 59.3%-9.2pp | 69.6%-19.5pp | 70.6%-20.4pp |
| Annual return | 10.80% | 24.74%-13.9pp | 9453.98%-9443.2pp | 31.26%-20.5pp |
| Employer contribution / active EE | $2,955 | $1,952+51.4% | $4,154-28.9% | $2,727+8.4% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,167-100.0% | $4,649-100.0% |
| Admin fee / account holder | $198 | $591-66.4% | $7,679-97.4% | $433-54.3% |