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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $21,107 |
JJB HILLIARD W L LYONS LLC3+ years Filed as: JJB HILLIARD WL LYONS, LLC Service code 22 · EIN 26-2333067 | Insurance Broker | $9,361 |
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 | $82,239 | $80,753+1.8% | $136,297-39.7% | $62,293+32.0% |
| Participation rate | 30.1% | 73.5%-43.5pp | 81.9%-51.9pp | 69.5%-39.5pp |
| Annual return | 18.48% | 35.83%-17.4pp | 5156.16%-5137.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,237 | $5,164-56.7% | $6,247-64.2% | $3,169-29.4% |
| Admin fee / account holder | $341 | $525-35.1% | $9,244-96.3% | $479-28.8% |