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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-3538792 | Advisory (Plan) | $24,254 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,409 |
Filed as: DUNBAR, BENDER & ZAPF, INC Service code 15 · EIN 25-1650062 | Recordkeeping | $4,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,165 | $83,023-28.7% | $102,437-42.2% | $77,762-23.9% |
| Participation rate | 75.9% | 71.5%+4.3pp | 74.5%+1.4pp | 70.6%+5.3pp |
| Annual return | 12.20% | 19.12%-6.9pp | 24.95%-12.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $2,782 | $3,552-21.7% | $3,871-28.1% | $2,728+2.0% |
| Participant deferral / active EE | $4,702 | $4,110+14.4% | $5,060-7.1% | $4,651+1.1% |
| Admin fee / account holder | $173 | $639-73.0% | $8,388-97.9% | $433-60.1% |