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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $98,490 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 20-0563684 | Advisory (Plan) | $30,400 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $100,000 | $89,093+12.2% | $102,434-2.4% | $77,736+28.6% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 12.50% | 25.03%-12.5pp | 29.46%-17.0pp | 31.26%-18.8pp |
| Employer contribution / active EE | $2,656 | $2,699-1.6% | $3,023-12.1% | $2,728-2.6% |
| Participant deferral / active EE | $7,544 | $5,147+46.6% | $5,055+49.2% | $4,651+62.2% |
| Admin fee / account holder | $165 | $236-29.9% | $9,462-98.3% | $433-61.8% |