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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $7,586 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $122,190 | $60,393+102.3% | $81,820+49.3% | $74,429+64.2% |
| Participation rate | 85.0% | 62.9%+22.1pp | 72.4%+12.7pp | 67.2%+17.8pp |
| Annual return | 15.71% | 16.89%-1.2pp | 777.93%-762.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $3,277 | $2,626+24.8% | $2,915+12.4% | $2,625+24.8% |
| Participant deferral / active EE | $7,930 | $3,397+133.4% | $4,323+83.4% | $4,348+82.4% |
| Admin fee / account holder | $26 | $1,491-98.3% | $7,391-99.7% | $1,944-98.7% |