Filed March 26, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $228,785 |
Service code 16 | Consulting | $103,140 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
HEALTHCARE COMMUNITY SERVICES CORP10+ years Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $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 | $82,787 | $53,204+55.6% | $155,556-46.8% | $200,096-58.6% |
| Participation rate | 65.2% | 64.1%+1.1pp | 78.2%-13.0pp | 72.0%-6.8pp |
| Annual return | 14.28% | 41.02%-26.7pp | 64.84%-50.6pp | 34.26%-20.0pp |
| Employer contribution / active EE | $1,697 | $1,850-8.3% | $4,675-63.7% | $3,038-44.1% |
| Participant deferral / active EE | $2,690 | $3,163-15.0% | $5,631-52.2% | $5,090-47.1% |
| Admin fee / account holder | $240 | $186+29.2% | $15,885-98.5% | $269-10.9% |