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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS COMP Service code 15 · EIN 39-0989781 | Recordkeeping | $8,842 |
Filed as: CLEARVIEW FINANCIAL PARTNERS Service code 27 · EIN 82-1371805 | Advisory (Plan) | $7,406 |
BSP CONSULTING1 year Filed as: BSP CONSULTING, PLLC Service code 15 · EIN 26-1145434 | Recordkeeping | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,702 | $29,507-73.9% | $56,025-86.3% | $77,762-90.1% |
| Participation rate | 71.5% | 32.7%+38.8pp | 52.5%+19.0pp | 70.6%+0.9pp |
| Annual return | 8.72% | 18.90%-10.2pp | 1712.69%-1704.0pp | 31.27%-22.5pp |
| Employer contribution / active EE | $730 | $570+28.1% | $1,042-29.9% | $2,728-73.2% |
| Participant deferral / active EE | $1,081 | $1,062+1.8% | $1,955-44.7% | $4,651-76.8% |
| Admin fee / account holder | $79 | $1,041-92.4% | $2,828-97.2% | $433-81.8% |