Filed October 15, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Account mainte... | $64,407 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,770 | $66,457+23.0% | $81,382+0.5% | $77,643+5.3% |
| Participation rate | 99.9% | 68.7%+31.1pp | 69.5%+30.4pp | 70.6%+29.3pp |
| Annual return | 15.39% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $661 | $2,159-69.4% | $2,463-73.1% | $2,726-75.7% |
| Participant deferral / active EE | $4,955 | $3,679+34.7% | $3,883+27.6% | $4,647+6.6% |
| Admin fee / account holder | $57 | $583-90.3% | $5,768-99.0% | $430-86.8% |