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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $72,517 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $53,800 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,372 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT ADVISORY LLC Service code 15 · EIN 88-2725652 | Recordkeeping | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,967 | $54,245+40.0% | $93,727-18.9% | $77,762-2.3% |
| Participation rate | 37.1% | 63.9%-26.9pp | 68.7%-31.6pp | 70.6%-33.5pp |
| Annual return | 26.18% | 30.58%-4.4pp | 133.83%-107.7pp | 31.27%-5.1pp |
| Employer contribution / active EE | $912 | $1,168-21.9% | $2,421-62.3% | $2,728-66.6% |
| Participant deferral / active EE | $1,546 | $3,144-50.8% | $4,417-65.0% | $4,651-66.8% |
| Admin fee / account holder | $374 | $575-34.9% | $8,292-95.5% | $433-13.5% |