Filed April 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE FINANCIAL GROUP2 years Service code 27 · EIN 92-1205880 | Advisory (Plan) | $47,480 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $43,227 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $11,922 |
RPA FINANCIAL, LLC4 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $8,335 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,865 | $54,245-63.4% | $93,727-78.8% | $77,762-74.5% |
| Participation rate | 99.2% | 63.9%+35.3pp | 68.7%+30.5pp | 70.6%+28.6pp |
| Annual return | 14.95% | 30.58%-15.6pp | 133.83%-118.9pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,914 | $1,168+63.9% | $2,421-21.0% | $2,728-29.8% |
| Participant deferral / active EE | $4,035 | $3,144+28.4% | $4,417-8.6% | $4,651-13.2% |
| Admin fee / account holder | $333 | $575-42.1% | $8,292-96.0% | $433-23.0% |