Filed April 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $61,545 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $45,209 |
Service code 27 · EIN 92-1205880 | Advisory (Plan) | $26,381 |
RPA FINANCIAL, LLC3 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $6,746 |
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 | $16,194 | $53,165-69.5% | $86,216-81.2% | $74,460-78.3% |
| Participation rate | 94.3% | 64.9%+29.4pp | 69.0%+25.3pp | 70.7%+23.5pp |
| Annual return | 17.96% | 22.64%-4.7pp | 1169.42%-1151.5pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,942 | $1,210+60.5% | $2,382-18.4% | $2,638-26.4% |
| Participant deferral / active EE | $4,031 | $3,234+24.6% | $3,986+1.1% | $4,530-11.0% |
| Admin fee / account holder | $356 | $551-35.5% | $6,853-94.8% | $348+2.3% |