Filed November 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $326,477 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $90,000 |
CROWELL WEEDON & CO4 years Service code 27 · EIN 81-0139474 | Advisory (Plan) | $6,736 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $580 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,099 | $113,568+63.9% | $67,560+175.5% | $200,096-7.0% |
| Participation rate | 62.6% | 73.3%-10.7pp | 72.9%-10.3pp | 72.0%-9.4pp |
| Annual return | 13.51% | 15.88%-2.4pp | 3533.50%-3520.0pp | 34.26%-20.8pp |
| Employer contribution / active EE | $5,652 | $3,409+65.8% | $2,737+106.5% | $3,038+86.0% |
| Participant deferral / active EE | $6,030 | $4,163+44.9% | $4,004+50.6% | $5,090+18.5% |
| Admin fee / account holder | $148 | $102+44.9% | $3,994-96.3% | $269-44.9% |