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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $45,218 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $38,589 |
BENEFIT EQUITY, INC.1+ years Filed as: BENEFIT EQUITY INC. Service code 15 · EIN 33-0384246 | Recordkeeping | $19,766 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $19,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,666 | $111,785-52.0% | $93,669-42.7% | $145,877-63.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | -16.67% | 203.79%-220.5pp | 133.59%-150.3pp | 551.28%-567.9pp |
| Employer contribution / active EE | $9,689 | $3,096+213.0% | $2,424+299.8% | $4,663+107.8% |
| Participant deferral / active EE | $75,162 | $4,919+1428.1% | $4,416+1602.2% | $6,691+1023.4% |
| Admin fee / account holder | $681 | $10,256-93.4% | $8,291-91.8% | $13,402-94.9% |