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| Provider | Service type | Compensation |
|---|---|---|
MAXUS PLAN SOLUTIONS2+ years Service code 15 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Recordkeeping | $12,399 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,384 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $5,551 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 14 5350 77 CENTER DRIVE STE 200 · CHARLOTTE, NC 12345 | Plan Administrator | $1,667 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $282 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,945 | $91,190-56.2% | $178,490-77.6% | $79,858-50.0% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 8.30% | 24.19%-15.9pp | 151.07%-142.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,561 | $3,256-52.1% | $5,011-68.8% | $2,471-36.8% |
| Participant deferral / active EE | $3,973 | $3,236+22.8% | $5,202-23.6% | $3,740+6.2% |
| Admin fee / account holder | $249 | $6,751-96.3% | $13,984-98.2% | $5,306-95.3% |