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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $168,621 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $19,468 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $351 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,283 | $53,254+0.1% | $155,602-65.8% | $199,874-73.3% |
| Participation rate | 94.7% | 64.1%+30.6pp | 78.2%+16.5pp | 72.0%+22.7pp |
| Annual return | 13.10% | 41.18%-28.1pp | 64.81%-51.7pp | 34.28%-21.2pp |
| Employer contribution / active EE | $1,488 | $1,848-19.5% | $4,675-68.2% | $3,036-51.0% |
| Participant deferral / active EE | $4,674 | $3,165+47.7% | $5,629-17.0% | $5,090-8.2% |
| Admin fee / account holder | $95 | $186-48.9% | $15,923-99.4% | $269-64.7% |