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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $3,108 |
THE RETIREMENT ADVANTAGE INC2+ years Service code 15 · EIN 39-1816008 | Recordkeeping | $1,875 |
HILLTOP SECURITIES INC.1 year Filed as: HILLTOP SECURITIES INC Service code 27 · EIN 75-1382137 | Advisory (Plan) | $532 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $121 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,986 | $101,672-95.1% | $147,117-96.6% | $74,478-93.3% |
| Participation rate | 71.2% | 75.5%-4.4pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 28.90% | 8757.83%-8728.9pp | 420.54%-391.6pp | 1370.56%-1341.7pp |
| Employer contribution / active EE | $1,779 | $3,813-53.4% | $4,932-63.9% | $2,626-32.3% |
| Participant deferral / active EE | $2,359 | $7,305-67.7% | $8,065-70.7% | $4,350-45.8% |
| Admin fee / account holder | $139 | $1,753-92.1% | $12,993-98.9% | $1,946-92.9% |