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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $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 | $44,980+288.3% | $85,063+105.3% | $77,692+124.8% |
| Participation rate | 88.6% | 48.6%+40.0pp | 67.5%+21.1pp | 70.6%+18.0pp |
| Annual return | 11.49% | 79.13%-67.6pp | 66.54%-55.0pp | 31.25%-19.8pp |
| Employer contribution / active EE | $7,512 | $1,607+367.4% | $2,727+175.5% | $2,726+175.6% |
| Participant deferral / active EE | $0 | $2,804-100.0% | $4,523-100.0% | $4,648-100.0% |
| Admin fee / account holder | $201 | $911-78.0% | $6,155-96.7% | $431-53.4% |