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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 21 · EIN 04-6784256 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Bank Trustee | $5,848 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $110,417-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 58.0%-58.0pp | 0.0%0pp |
| Annual return | 11.62% | 10.52%+1.1pp | 4.13%+7.5pp | 10.52%+1.1pp |
| Employer contribution / active EE | $7,956 | $15,140-47.4% | $15,783-49.6% | $15,140-47.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1,006-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $15,244-100.0% | - |