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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $270,551 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $154,395 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $16,209 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON & COMPANY Service code 10 · EIN 14-1918990 | Accounting | $8,000 |
IPI WEALTH MANAGEMENT INC2 years Service code 27 · EIN 37-1202099 | Advisory (Plan) | $4,703 |
PROPARTNERS WEALTH LLC2 years Service code 27 · EIN 82-4891284 | Advisory (Plan) | $2,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,297 | $107,415-72.7% | $135,982-78.5% | $80,169-63.5% |
| Participation rate | 45.2% | 78.0%-32.8pp | 81.9%-36.7pp | 72.9%-27.7pp |
| Annual return | 20.07% | 91.99%-71.9pp | 68.32%-48.3pp | 40.39%-20.3pp |
| Employer contribution / active EE | $1,592 | $3,878-58.9% | $4,859-67.2% | $2,978-46.5% |
| Participant deferral / active EE | $3,264 | $8,189-60.1% | $7,760-57.9% | $5,016-34.9% |
| Admin fee / account holder | $285 | $127+124.2% | $10,767-97.4% | $145+96.5% |