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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $38,707 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $27,690 |
LALLY & CO., LLC5+ years Filed as: LALLY & CO. Service code 10 · EIN 81-4474059 5700 CORPORATE DRIVE · PITTSBURGH, PA 15237 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,031 | $88,186+35.0% | $165,071-27.9% | $74,459+59.9% |
| Participation rate | 48.8% | 73.1%-24.3pp | 78.6%-29.8pp | 67.2%-18.4pp |
| Annual return | 10.58% | 17.13%-6.6pp | 70.17%-59.6pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,543 | $2,600-40.7% | $4,347-64.5% | $2,626-41.2% |
| Participant deferral / active EE | $2,381 | $4,505-47.1% | $6,035-60.5% | $4,350-45.3% |
| Admin fee / account holder | $625 | $2,234-72.0% | $12,695-95.1% | $1,945-67.9% |