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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,816 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $5,450 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 17 · EIN 27-3055170 | Pension Consulting | $553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,832 | $65,092-74.1% | $143,799-88.3% | $66,938-74.9% |
| Participation rate | 40.4% | 65.2%-24.8pp | 80.3%-39.9pp | 69.8%-29.4pp |
| Annual return | -16.65% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $671 | $2,362-71.6% | $4,952-86.4% | $2,545-73.6% |
| Participant deferral / active EE | $1,110 | $2,920-62.0% | $5,638-80.3% | $4,238-73.8% |
| Admin fee / account holder | $268 | $502-46.7% | $14,677-98.2% | $594-54.9% |