Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETRMNT SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $41,099 |
FRSCPA, PLLC1 year Service code 10 · EIN 59-2482214 1301 66TH STREET N. · ST. PETERSBURG, FL 33710 | Accounting | $8,500 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-2279761 | Recordkeeping | $8,113 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $6,061 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,489 | $30,423-58.9% | $56,025-77.7% | $74,478-83.2% |
| Participation rate | 78.6% | 32.9%+45.7pp | 52.5%+26.1pp | 67.2%+11.4pp |
| Annual return | 12.39% | 24.97%-12.6pp | 1712.69%-1700.3pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $652 | $1,176-44.5% | $1,955-66.6% | $4,350-85.0% |
| Admin fee / account holder | $297 | $2,363-87.4% | $2,828-89.5% | $1,946-84.7% |