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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $47,471 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $8,750 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,753 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,569 | $60,504-16.4% | $81,882-38.2% | $74,478-32.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 9.81% | 16.91%-7.1pp | 779.47%-769.7pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $666 | $2,627-74.6% | $2,916-77.2% | $2,626-74.6% |
| Participant deferral / active EE | $3,319 | $3,400-2.4% | $4,323-23.2% | $4,350-23.7% |
| Admin fee / account holder | $202 | $1,492-86.5% | $7,360-97.3% | $1,946-89.6% |