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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $58,671 |
ACUFF & ASSOCIATES, INC.4 years Service code 15 · EIN 62-1477251 | Recordkeeping | $31,896 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,743 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $10,359 |
MAULDIN & JENKINS2 years Service code 10 · EIN 34-1846498 | Accounting | $9,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,146 | $56,152-67.7% | $185,835-90.2% | $73,412-75.3% |
| Participation rate | 83.0% | 67.6%+15.4pp | 78.0%+4.9pp | 72.2%+10.8pp |
| Annual return | 15.43% | 17.59%-2.2pp | 35.96%-20.5pp | 59.30%-43.9pp |
| Employer contribution / active EE | $691 | $1,532-54.9% | $4,087-83.1% | $2,234-69.1% |
| Participant deferral / active EE | $1,999 | $3,659-45.4% | $5,633-64.5% | $3,806-47.5% |
| Admin fee / account holder | $178 | $132+35.0% | $9,502-98.1% | $158+12.9% |