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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $59,710 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $8,746 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,037 |
PENTEGRA SERVICES, INC.2+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $5,665 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,365 | $60,776+17.4% | $85,682-16.7% | $79,386-10.1% |
| Participation rate | 86.0% | 62.1%+23.9pp | 69.9%+16.1pp | 70.7%+15.3pp |
| Annual return | 7.22% | 16.57%-9.3pp | 21.49%-14.3pp | 116.85%-109.6pp |
| Employer contribution / active EE | $1,165 | $1,663-30.0% | $2,618-55.5% | $2,427-52.0% |
| Participant deferral / active EE | $2,828 | $2,919-3.1% | $3,923-27.9% | $4,046-30.1% |
| Admin fee / account holder | $317 | $438-27.7% | $6,873-95.4% | $626-49.4% |