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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $25,803 |
SHANNON & ASSOCIATES, LLP3 years Filed as: SHANNON & ASSOCIATES LLP Service code 10 · EIN 91-1125800 | Accounting | $12,660 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,450 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,349 |
HUNNEX AND SHOEMAKER, INC.4 years Service code 15 · EIN 91-1072394 | Recordkeeping | $5,350 |
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 | $42,421 | $46,697-9.2% | $117,533-63.9% | $68,486-38.1% |
| Participation rate | 94.6% | 56.8%+37.8pp | 70.6%+24.0pp | 67.9%+26.7pp |
| Annual return | -18.77% | -14.52%-4.3pp | 29.77%-48.5pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,829 | $1,506+21.5% | $4,179-56.2% | $2,597-29.6% |
| Participant deferral / active EE | $3,595 | $2,637+36.3% | $4,072-11.7% | $4,028-10.7% |
| Admin fee / account holder | $521 | $4,023-87.0% | $5,647-90.8% | $5,404-90.4% |