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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,247 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 · EIN 41-1486060 | Advisory (Plan) | $4,279 |
Service code 15 · EIN 13-3180178 | Recordkeeping | $3,164 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $2,671 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,653 | $76,696-82.2% | $96,538-85.9% | $71,529-80.9% |
| Participation rate | 81.8% | 66.6%+15.3pp | 74.3%+7.5pp | 67.9%+13.9pp |
| Annual return | 21.91% | 48.32%-26.4pp | 35.74%-13.8pp | 28.97%-7.1pp |
| Employer contribution / active EE | $3,322 | $3,032+9.6% | $3,740-11.2% | $2,590+28.3% |
| Participant deferral / active EE | $2,248 | $3,770-40.4% | $4,880-53.9% | $4,291-47.6% |
| Admin fee / account holder | $176 | $2,030-91.3% | $6,737-97.4% | $1,588-88.9% |