Filed May 20, 2024 (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 | Distribution (12b-1) fees; Participan... | $57,089 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $899 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,803 | $65,960+243.8% | $81,882+177.0% | $77,762+191.7% |
| Participation rate | 39.6% | 65.8%-26.2pp | 72.4%-32.8pp | 70.6%-31.0pp |
| Annual return | 15.54% | 26.64%-11.1pp | 779.47%-763.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $22,025 | $2,375+827.4% | $2,916+655.3% | $2,728+707.4% |
| Participant deferral / active EE | $11,667 | $3,505+232.8% | $4,323+169.9% | $4,651+150.9% |
| Admin fee / account holder | $58 | $526-89.1% | $7,360-99.2% | $433-86.7% |