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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WHITE HORSE ADVISORS LLC Service code 27 · EIN 11-3695054 | Advisory (Plan) | $26,267 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $25,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,224 | $34,242-81.8% | $76,523-91.9% | $75,289-91.7% |
| Participation rate | 51.6% | 43.9%+7.7pp | 68.0%-16.4pp | 72.4%-20.8pp |
| Annual return | -3.95% | -0.98%-3.0pp | -0.27%-3.7pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1 | $975-99.9% | $2,647-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $958 | $1,872-48.9% | $3,835-75.0% | $3,739-74.4% |
| Admin fee / account holder | $41 | $112-63.0% | $4,848-99.1% | $102-59.5% |