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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $36,332 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,970 |
SHANNON & ASSOCIATES, LLP5 years Filed as: SHANNON & ASSOCIATES LLP Service code 10 · EIN 91-1125800 | Accounting | $17,894 |
HUNNEX AND SHOEMAKER, INC.6 years Service code 15 · EIN 91-1072394 | Recordkeeping | $8,756 |
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 | $57,856 | $52,450+10.3% | $129,339-55.3% | $74,400-22.2% |
| Participation rate | 92.6% | 53.8%+38.7pp | 69.6%+22.9pp | 67.2%+25.3pp |
| Annual return | 15.03% | 15.65%-0.6pp | 9437.05%-9422.0pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $1,986 | $1,532+29.6% | $4,154-52.2% | $2,624-24.3% |
| Participant deferral / active EE | $4,010 | $2,797+43.4% | $4,170-3.8% | $4,348-7.8% |
| Admin fee / account holder | $604 | $2,636-77.1% | $7,668-92.1% | $1,944-68.9% |