Filed August 4, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $144,758 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 | Consulting | $125,228 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
HEALTHCARE COMMUNITY SECURITIES COR10+ years Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12210 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,090 | $50,902+114.3% | $155,534-29.9% | $77,736+40.3% |
| Participation rate | 84.0% | 63.1%+20.9pp | 78.2%+5.8pp | 70.6%+13.4pp |
| Annual return | 15.89% | 34.85%-19.0pp | 64.92%-49.0pp | 31.26%-15.4pp |
| Employer contribution / active EE | $2,221 | $1,991+11.5% | $4,675-52.5% | $2,728-18.6% |
| Participant deferral / active EE | $4,688 | $2,824+66.0% | $5,630-16.7% | $4,651+0.8% |
| Admin fee / account holder | $155 | $437-64.6% | $15,900-99.0% | $433-64.3% |