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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $67,923 |
Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $40,736 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,283 | $102,385+80.0% | $147,080+25.3% | $80,935+127.7% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 10.23% | 135.09%-124.9pp | 420.17%-409.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $4,723 | $3,717+27.1% | $4,933-4.3% | $2,757+71.3% |
| Participant deferral / active EE | $3,566 | $6,651-46.4% | $8,066-55.8% | $4,299-17.1% |
| Admin fee / account holder | $763 | $7,951-90.4% | $12,989-94.1% | $6,924-89.0% |