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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $1,050,209 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $182,866 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $89,736 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $4,133 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,268 | $88,686-60.2% | $130,070-72.9% | $96,393-63.4% |
| Participation rate | 94.6% | 78.8%+15.7pp | 78.5%+16.1pp | 71.3%+23.3pp |
| Annual return | 24.39% | 17.57%+6.8pp | -137.40%+161.8pp | 22.88%+1.5pp |
| Employer contribution / active EE | $1,100 | $2,843-61.3% | $4,322-74.5% | $3,239-66.0% |
| Participant deferral / active EE | $3,789 | $4,908-22.8% | $5,821-34.9% | $5,455-30.5% |
| Admin fee / account holder | $74 | $60+23.5% | $10,600-99.3% | $74-0.1% |