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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,591 |
Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $19,675 |
LALLY & CO., LLC3+ years Filed as: LALLY & CO. Service code 10 · EIN 25-1846963 5700 CORPORATE DRIVE · PITTSBURGH, PA 15237 | Accounting | $8,100 |
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.)
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 | $104,238 | $86,655+20.3% | $119,608-12.9% | $66,930+55.7% |
| Participation rate | 51.2% | 75.6%-24.3pp | 79.3%-28.0pp | 69.8%-18.6pp |
| Annual return | -16.58% | -8.00%-8.6pp | -14.98%-1.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,489 | $2,536-41.3% | $4,232-64.8% | $2,545-41.5% |
| Participant deferral / active EE | $2,342 | $4,358-46.3% | $5,601-58.2% | $4,238-44.7% |
| Admin fee / account holder | $519 | $755-31.2% | $10,326-95.0% | $593-12.5% |