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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $117,284 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,123 | $96,486-32.5% | $153,485-57.6% | $77,643-16.1% |
| Participation rate | 65.8% | 81.6%-15.8pp | 77.1%-11.3pp | 70.6%-4.7pp |
| Annual return | -44.76% | 14.44%-59.2pp | 15.65%-60.4pp | 31.24%-76.0pp |
| Employer contribution / active EE | $4,572 | $5,224-12.5% | $5,039-9.3% | $2,726+67.7% |
| Participant deferral / active EE | $8,536 | $6,609+29.2% | $6,757+26.3% | $4,647+83.7% |
| Admin fee / account holder | $173 | $182-5.3% | $12,724-98.6% | $430-59.8% |