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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $7,586 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $60,261+102.8% | $81,783+49.4% | $74,546+63.9% |
| Participation rate | 85.0% | 62.9%+22.2pp | 72.4%+12.7pp | 67.2%+17.8pp |
| Annual return | 15.71% | 16.88%-1.2pp | 775.05%-759.3pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $3,277 | $2,622+25.0% | $2,913+12.5% | $2,624+24.9% |
| Participant deferral / active EE | $7,930 | $3,388+134.1% | $4,320+83.5% | $4,347+82.4% |
| Admin fee / account holder | $26 | $1,482-98.3% | $7,380-99.7% | $1,944-98.7% |