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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $55,123 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $37,880 |
AVINTUS2 years Filed as: AVINTUS, LLC Service code 14 · EIN 04-3682160 | Plan Administrator | $15,892 |
THE BENEFIT ADVANTAGE, INC.2 years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 | Recordkeeping | $6,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,803 | $106,264-54.1% | $147,117-66.8% | $77,762-37.2% |
| Participation rate | 44.8% | 78.4%-33.6pp | 82.2%-37.4pp | 70.6%-25.8pp |
| Annual return | -24.19% | 56.94%-81.1pp | 420.54%-444.7pp | 31.27%-55.5pp |
| Employer contribution / active EE | $427 | $4,074-89.5% | $4,932-91.3% | $2,728-84.4% |
| Participant deferral / active EE | $3,047 | $8,003-61.9% | $8,065-62.2% | $4,651-34.5% |
| Admin fee / account holder | $403 | $334+20.6% | $12,993-96.9% | $433-6.8% |