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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,767 |
CALIBER AUDIT & ATTEST5 years Service code 10 · EIN 26-2380873 | Accounting | $12,250 |
HICKS PENSION SERVICES3 years Filed as: HICKS PENSION SERVICES - SAN LUIS O Service code 15 · EIN 77-0155091 | Recordkeeping | $1,900 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $89 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,646 | $122,063+20.1% | $184,256-20.4% | $74,478+96.9% |
| Participation rate | 68.7% | 85.5%-16.8pp | 86.8%-18.2pp | 67.2%+1.4pp |
| Annual return | 15.20% | 19.92%-4.7pp | 28.85%-13.6pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $2,146 | $4,539-52.7% | $6,427-66.6% | $2,626-18.3% |
| Participant deferral / active EE | $6,233 | $7,144-12.8% | $9,133-31.8% | $4,350+43.3% |
| Admin fee / account holder | $304 | $1,253-75.7% | $13,899-97.8% | $1,946-84.4% |