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| Provider | Service type | Compensation |
|---|---|---|
THE RYDING COMPANY3 years Service code 15 · EIN 95-3497679 | Recordkeeping | $18,106 |
Filed as: NHHH & CO Service code 10 · EIN 77-0181453 | Accounting | $11,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,573 | $72,277-79.8% | $101,248-85.6% | $79,858-81.8% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 4.67% | 22.30%-17.6pp | 46.47%-41.8pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,852 | $2,692-31.2% | $3,660-49.4% | $2,471-25.0% |
| Participant deferral / active EE | $1,836 | $3,282-44.1% | $4,370-58.0% | $3,740-50.9% |
| Admin fee / account holder | $909 | $4,400-79.3% | $5,945-84.7% | $5,306-82.9% |