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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $21,986 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 10 · EIN 65-0824483 | Accounting | $15,996 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $8,110 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,915 | $51,244-59.2% | $80,977-74.2% | $55,167-62.1% |
| Participation rate | 51.5% | 71.7%-20.2pp | 75.8%-24.3pp | 69.0%-17.5pp |
| Annual return | 6.05% | 17.39%-11.3pp | 17.11%-11.1pp | 169.23%-163.2pp |
| Employer contribution / active EE | $665 | $1,770-62.5% | $3,715-82.1% | $1,963-66.1% |
| Participant deferral / active EE | $2,366 | $4,418-46.4% | $5,696-58.5% | $3,054-22.5% |
| Admin fee / account holder | $214 | $398-46.3% | $5,517-96.1% | $504-57.6% |