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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 | $96,608-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.8%-48.8pp | 0.0%0pp |
| Annual return | 11.62% | 10.61%+1.0pp | 5.63%+6.0pp | 10.61%+1.0pp |
| Employer contribution / active EE | $7,956 | $15,605-49.0% | $24,733-67.8% | $15,605-49.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $689-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $16,781-100.0% | - |