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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $102,460 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $35,291 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 15 · EIN 80-0833363 | Recordkeeping | $28,713 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $9,994 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $6,318 |
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 | $87,403 | $47,180+85.3% | $149,723-41.6% | $74,473+17.4% |
| Participation rate | 99.5% | 63.4%+36.1pp | 78.8%+20.7pp | 70.7%+28.8pp |
| Annual return | 15.59% | 22.75%-7.2pp | 134.50%-118.9pp | 34.36%-18.8pp |
| Employer contribution / active EE | $5,832 | $1,907+205.8% | $4,821+21.0% | $2,638+121.0% |
| Participant deferral / active EE | $4,750 | $2,730+74.0% | $5,682-16.4% | $4,530+4.9% |
| Admin fee / account holder | $330 | $343-3.9% | $13,215-97.5% | $347-5.0% |