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| Provider | Service type | Compensation |
|---|---|---|
CHARLES MCDONOUGH ACCOUNTANCY CORP10+ years Service code 10 · EIN 95-2820500 | Accounting | $20,940 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,931 | $122,042+132.6% | $184,260+54.1% | $74,459+281.3% |
| Participation rate | 68.9% | 85.5%-16.6pp | 86.8%-18.0pp | 67.2%+1.6pp |
| Annual return | 10.90% | 19.91%-9.0pp | 28.84%-17.9pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $2,871 | $4,537-36.7% | $6,427-55.3% | $2,626+9.3% |
| Participant deferral / active EE | $7,273 | $7,143+1.8% | $9,133-20.4% | $4,350+67.2% |
| Admin fee / account holder | $242 | $1,252-80.7% | $13,898-98.3% | $1,945-87.6% |