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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $173,917 |
CITIGROUP GLOBAL MARKETS INC6 years Filed as: CITIGROUP GLOBAL MARKERTS, INC. Service code 16 | Consulting | $75,680 |
ROBINSON, GRIMES, & COMPANY4 years Filed as: ROBINSON, GRIMES & CO PC Service code 10 · EIN 58-1374304 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
CITIGROUP GLOBAL MARKETS INC2 years Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,761 | $50,902-12.1% | $155,534-71.2% | $77,736-42.4% |
| Participation rate | 93.1% | 63.1%+30.0pp | 78.2%+14.9pp | 70.6%+22.5pp |
| Annual return | 13.29% | 34.85%-21.6pp | 64.92%-51.6pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,813 | $1,991-8.9% | $4,675-61.2% | $2,728-33.5% |
| Participant deferral / active EE | $3,719 | $2,824+31.7% | $5,630-33.9% | $4,651-20.0% |
| Admin fee / account holder | $126 | $437-71.1% | $15,900-99.2% | $433-70.9% |