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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $60,610 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $41,250 |
MY GROUP LLC1 year Filed as: HM&M GROUP, LLC Service code 10 · EIN 75-2409112 | Accounting | $26,125 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,313 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,425 | $101,499+158.5% | $147,005+78.5% | $74,546+252.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.91% | 8732.34%-8715.4pp | 418.76%-401.9pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $8,413 | $3,811+120.8% | $4,934+70.5% | $2,624+220.6% |
| Participant deferral / active EE | $27,744 | $7,304+279.8% | $8,070+243.8% | $4,347+538.2% |
| Admin fee / account holder | $154 | $1,748-91.2% | $13,006-98.8% | $1,944-92.1% |