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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $197,982 |
KIDDER BENEFITS3 years Filed as: KIDDER ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $75,000 |
WARNER FINANCIAL, INC.6 years Service code 27 · EIN 20-2676231 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $129,479 | $110,258+17.4% | $102,460+26.4% | $200,096-35.3% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 16.41% | 35.78%-19.4pp | 29.47%-13.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $8,192 | $3,605+127.3% | $3,025+170.8% | $3,038+169.7% |
| Participant deferral / active EE | $11,828 | $6,377+85.5% | $5,056+133.9% | $5,090+132.4% |
| Admin fee / account holder | $252 | $122+106.1% | $9,460-97.3% | $269-6.4% |