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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $26,266 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $1,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,410 | $72,492+1.3% | $87,104-15.7% | $72,975+0.6% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.9%-23.1pp | 69.5%-15.7pp |
| Annual return | 23.19% | 24.46%-1.3pp | 28.19%-5.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $2,111 | $1,894+11.5% | $2,521-16.3% | $2,440-13.5% |
| Participant deferral / active EE | $3,551 | $3,270+8.6% | $4,048-12.3% | $3,608-1.6% |
| Admin fee / account holder | $62 | $5,055-98.8% | $7,491-99.2% | $5,124-98.8% |