Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $23,719 |
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $22,063 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,363 | $33,745-51.5% | $64,105-74.5% | $55,191-70.4% |
| Participation rate | 81.8% | 59.4%+22.5pp | 68.2%+13.6pp | 69.2%+12.7pp |
| Annual return | -2.14% | 4.95%-7.1pp | 791.24%-793.4pp | 10.78%-12.9pp |
| Employer contribution / active EE | $487 | $641-24.0% | $1,820-73.2% | $1,899-74.3% |
| Participant deferral / active EE | $1,347 | $1,929-30.2% | $2,822-52.3% | $3,046-55.8% |
| Admin fee / account holder | $168 | $94+78.6% | $4,499-96.3% | $91+85.6% |