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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $68,167 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,097 | $53,216-41.6% | $155,534-80.0% | $199,960-84.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 20.71% | 41.18%-20.5pp | 64.92%-44.2pp | 34.28%-13.6pp |
| Employer contribution / active EE | $1,484 | $1,848-19.7% | $4,675-68.2% | $3,036-51.1% |
| Participant deferral / active EE | $4,169 | $3,164+31.8% | $5,630-26.0% | $5,087-18.1% |
| Admin fee / account holder | $26 | $186-85.9% | $15,900-99.8% | $269-90.3% |