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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 28 · EIN 42-1445542 | Investment Management | $9,181 |
CLOVER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 16-1263400 | Investment Management | $6,298 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,228 | $56,894-68.0% | $84,753-78.5% | $62,881-71.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.67% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,058 | $2,400-14.3% | $3,574-42.4% | $2,281-9.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $80 | $3,581-97.8% | $5,333-98.5% | $4,296-98.1% |