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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 | $6,103 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $97,450-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 41.9%-41.9pp | 3.6%-3.6pp |
| Annual return | 28.39% | 11.84%+16.6pp | 10.56%+17.8pp | 11.84%+16.6pp |
| Employer contribution / active EE | $11,865 | $17,339-31.6% | $28,542-58.4% | $17,339-31.6% |
| Participant deferral / active EE | $0 | $683-100.0% | $484-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,464-100.0% | $409-100.0% |