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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $137,927 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 · EIN 26-4310632 | Consulting | $22,858 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,615 | $89,588-89.3% | $136,007-92.9% | $77,643-87.6% |
| Participation rate | 95.5% | 74.3%+21.2pp | 76.5%+19.0pp | 70.6%+24.9pp |
| Annual return | 10.18% | 17.42%-7.2pp | 579.32%-569.1pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,849 | $3,491-47.0% | $4,217-56.1% | $2,726-32.2% |
| Participant deferral / active EE | $2,859 | $5,591-48.9% | $7,025-59.3% | $4,647-38.5% |
| Admin fee / account holder | $97 | $539-82.0% | $6,858-98.6% | $430-77.4% |