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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $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 commissions and ... | $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 | $110,282+17.4% | $102,423+26.4% | $199,921-35.2% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 16.41% | 35.75%-19.3pp | 29.42%-13.0pp | 34.28%-17.9pp |
| Employer contribution / active EE | $8,192 | $3,603+127.3% | $3,023+171.0% | $3,035+169.9% |
| Participant deferral / active EE | $11,828 | $6,376+85.5% | $5,054+134.0% | $5,089+132.4% |
| Admin fee / account holder | $252 | $122+106.1% | $9,455-97.3% | $269-6.4% |