Filed June 28, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $278,037 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 16 · EIN 93-0987232 | Consulting | $45,000 |
METZ & ASSOCIATES PLLC1 year Filed as: METZ CPA, LLC Service code 10 · EIN 46-4558541 | Accounting | $13,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,513 | $89,178-41.1% | $91,541-42.6% | $102,872-49.0% |
| Participation rate | 0.2% | 79.7%-79.5pp | 69.8%-69.6pp | 73.0%-72.9pp |
| Annual return | 13.53% | 14.52%-1.0pp | 20.50%-7.0pp | 19.06%-5.5pp |
| Employer contribution / active EE | $2,103 | $3,455-39.1% | $2,505-16.0% | $3,526-40.4% |
| Participant deferral / active EE | $4,373 | $4,657-6.1% | $4,008+9.1% | $5,535-21.0% |
| Admin fee / account holder | $109 | $134-18.4% | $6,956-98.4% | $292-62.6% |