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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $14,163 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS. Service code 15 · EIN 13-3689044 | Recordkeeping | $11,835 |
LEBENSON ACTUARIAL SERVICES2 years Filed as: LEBENSON ACTUARIAL SERVICES, INC. - Service code 15 · EIN 38-2799783 | Recordkeeping | $9,820 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $3,136 |
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.
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 | $67,002 | $78,425-14.6% | $95,956-30.2% | $79,858-16.1% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.4pp | 69.6%+3.1pp |
| Annual return | 8.84% | 19.37%-10.5pp | 91.63%-82.8pp | 31.72%-22.9pp |
| Employer contribution / active EE | $557 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $6,287 | $3,440+82.8% | $4,167+50.9% | $3,740+68.1% |
| Admin fee / account holder | $385 | $5,622-93.2% | $6,797-94.3% | $5,306-92.7% |