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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 31-1281022 | Recordkeeping | $17,418 |
JJB HILLIARD W L LYONS LLC2+ years Filed as: JJB HILLIARD WL LYONS, LLC Service code 22 · EIN 26-2333067 | Insurance Broker | $8,885 |
J. MICHAEL GRINNAN, CPA1+ years Service code 10 · EIN 61-1385100 | Accounting | $5,200 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIRMENT SERVICES Service code 15 · EIN 31-3745616 | Recordkeeping | $3,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,973 | $75,183+2.4% | $123,894-37.9% | $55,167+39.5% |
| Participation rate | 28.4% | 72.8%-44.5pp | 81.4%-53.0pp | 69.0%-40.6pp |
| Annual return | 9.01% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,078 | $5,084-59.1% | $5,984-65.3% | $3,054-32.0% |
| Admin fee / account holder | $486 | $663-26.6% | $8,357-94.2% | $504-3.5% |