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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $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 | $60,504+102.0% | $81,882+49.2% | $74,478+64.1% |
| Participation rate | 85.0% | 62.9%+22.1pp | 72.4%+12.7pp | 67.2%+17.8pp |
| Annual return | 15.71% | 16.91%-1.2pp | 779.47%-763.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $3,277 | $2,627+24.8% | $2,916+12.4% | $2,626+24.8% |
| Participant deferral / active EE | $7,930 | $3,400+133.3% | $4,323+83.4% | $4,350+82.3% |
| Admin fee / account holder | $26 | $1,492-98.3% | $7,360-99.6% | $1,946-98.7% |