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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 | $82,980-28.7% | $103,378-42.8% | $77,692-23.8% |
| Participation rate | 75.9% | 71.5%+4.3pp | 74.5%+1.4pp | 70.6%+5.3pp |
| Annual return | 12.20% | 19.11%-6.9pp | 24.91%-12.7pp | 31.25%-19.1pp |
| Employer contribution / active EE | $2,782 | $3,554-21.7% | $3,870-28.1% | $2,726+2.1% |
| Participant deferral / active EE | $4,702 | $4,109+14.4% | $5,058-7.0% | $4,648+1.2% |
| Admin fee / account holder | $173 | $639-72.9% | $8,401-97.9% | $431-59.9% |