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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMETN SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $163,173 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $82,270 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $39,695 |
LSL CPAS1 year Service code 27 · EIN 95-2700123 | Advisory (Plan) | $18,000 |
Filed as: RETIREMENT PLAN ANALYTICS Service code 49 · EIN 47-3768337 | Other Services | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,672 | $40,278+13.4% | $80,648-43.4% | $80,169-43.0% |
| Participation rate | 85.4% | 47.5%+37.9pp | 67.0%+18.4pp | 72.9%+12.5pp |
| Annual return | 14.17% | 50.86%-36.7pp | 937.21%-923.0pp | 40.39%-26.2pp |
| Employer contribution / active EE | $2,749 | $1,332+106.3% | $2,724+0.9% | $2,978-7.7% |
| Participant deferral / active EE | $3,481 | $2,696+29.1% | $4,443-21.7% | $5,016-30.6% |
| Admin fee / account holder | $203 | $210-3.3% | $5,382-96.2% | $145+40.3% |