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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $73,937 |
PROEQUITIES INC4 years Filed as: PROEQUITIES INC. Service code 22 | Insurance Broker | $39,931 |
Filed as: JONES & KIRKPATRICK Service code 10 · EIN 63-1128247 | Accounting | $20,846 |
Service code 27 · EIN 51-1732930 | Advisory (Plan) | $10,064 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $9,871 |
PROEQUITIES INC4 years Service code 22 · EIN 63-0879387 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,326 | $91,517-41.7% | $101,271-47.3% | $73,412-27.4% |
| Participation rate | 55.9% | 73.8%-17.9pp | 75.8%-19.9pp | 72.2%-16.3pp |
| Annual return | 16.77% | 17.17%-0.4pp | 46.48%-29.7pp | 59.30%-42.5pp |
| Employer contribution / active EE | $506 | $2,877-82.4% | $3,660-86.2% | $2,234-77.4% |
| Participant deferral / active EE | $3,557 | $3,338+6.5% | $4,371-18.6% | $3,806-6.5% |
| Admin fee / account holder | $357 | $216+65.5% | $5,948-94.0% | $158+126.2% |