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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $124,896 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $43,840 |
RPA FINANCIAL, LLC2 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $11,662 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $4,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,606 | $50,919+115.3% | $155,556-29.5% | $77,762+41.0% |
| Participation rate | 98.1% | 63.1%+35.1pp | 78.2%+19.9pp | 70.6%+27.5pp |
| Annual return | 13.16% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $6,729 | $1,991+237.9% | $4,675+43.9% | $2,728+146.7% |
| Participant deferral / active EE | $5,335 | $2,824+88.9% | $5,631-5.2% | $4,651+14.7% |
| Admin fee / account holder | $430 | $437-1.6% | $15,885-97.3% | $433-0.7% |