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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Investme... | $44,064 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,060 | $79,223-59.5% | $102,460-68.7% | $74,478-57.0% |
| Participation rate | 70.7% | 74.8%-4.0pp | 76.5%-5.8pp | 67.2%+3.5pp |
| Annual return | 9.93% | 54.98%-45.0pp | 29.47%-19.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $563 | $2,363-76.2% | $3,025-81.4% | $2,626-78.6% |
| Participant deferral / active EE | $3,486 | $4,417-21.1% | $5,056-31.0% | $4,350-19.9% |
| Admin fee / account holder | $143 | $2,003-92.9% | $9,460-98.5% | $1,946-92.6% |