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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $51,352 |
THE ZLC GROUP CPAS LLC1 year Filed as: THE ZLC GROUP LLC Service code 10 · EIN 47-4753799 | Accounting | $18,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,649 | $45,109+287.2% | $85,240+104.9% | $77,762+124.6% |
| Participation rate | 88.6% | 48.7%+39.9pp | 67.5%+21.1pp | 70.6%+18.0pp |
| Annual return | 11.49% | 79.55%-68.1pp | 66.75%-55.3pp | 31.27%-19.8pp |
| Employer contribution / active EE | $7,512 | $1,602+369.0% | $2,735+174.6% | $2,728+175.4% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $201 | $915-78.1% | $6,165-96.7% | $433-53.6% |