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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 | $6,068 |
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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 | $9,556,684-100.0% | $186,774-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 55.8%-55.8pp | 2.4%-2.4pp |
| Annual return | 8.55% | 22.81%-14.3pp | 7.78%+0.8pp | 22.81%-14.3pp |
| Employer contribution / active EE | $23,567 | $18,290+28.9% | $32,517-27.5% | $18,290+28.9% |
| Participant deferral / active EE | $0 | $603-100.0% | $504-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $3,044-100.0% | $85,222-100.0% |