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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $124,896 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $62,103 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $555 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,318 | $89,465+83.7% | $165,100-0.5% | $77,762+111.3% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.8pp |
| Annual return | 15.81% | 28.86%-13.1pp | 70.21%-54.4pp | 31.27%-15.5pp |
| Employer contribution / active EE | $4,565 | $2,565+78.0% | $4,348+5.0% | $2,728+67.4% |
| Participant deferral / active EE | $11,757 | $4,904+139.7% | $6,035+94.8% | $4,651+152.8% |
| Admin fee / account holder | $314 | $340-7.7% | $12,696-97.5% | $433-27.5% |