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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,039 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN FIDUCIARY SERVICES, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $11,533 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,513 |
KENDRA G MELNYK CPA1 year Service code 10 · EIN 40-8298989 | Accounting | $6,125 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $1,051 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $38 |
Filed as: TRANSAMERICA TRUST CO Service code 21 · EIN 42-0947998 | Bank Trustee | $21 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,902 | $83,023-74.8% | $102,437-79.6% | $77,762-73.1% |
| Participation rate | 43.6% | 71.5%-27.9pp | 74.5%-30.9pp | 70.6%-27.0pp |
| Annual return | 13.47% | 19.12%-5.6pp | 24.95%-11.5pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,302 | $3,552-63.3% | $3,871-66.4% | $2,728-52.3% |
| Participant deferral / active EE | $2,247 | $4,110-45.3% | $5,060-55.6% | $4,651-51.7% |
| Admin fee / account holder | $384 | $639-39.9% | $8,388-95.4% | $433-11.2% |