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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 LLC · CEDAR RAPIDS, IA 52499 | Recordkeeping | $14,533 |
ALLIED CONSULTANTS, INC1 year Filed as: ALLIED CONSULTANTS, INC. Service code 15 · EIN 95-4171622 | Recordkeeping | $1,320 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,730 | $88,186-57.2% | $165,071-77.1% | $74,459-49.3% |
| Participation rate | 78.7% | 73.1%+5.6pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 20.39% | 17.13%+3.3pp | 70.17%-49.8pp | 1369.70%-1349.3pp |
| Employer contribution / active EE | $3,666 | $2,600+41.0% | $4,347-15.7% | $2,626+39.6% |
| Participant deferral / active EE | $8,058 | $4,505+78.9% | $6,035+33.5% | $4,350+85.3% |
| Admin fee / account holder | $31 | $2,234-98.6% | $12,695-99.8% | $1,945-98.4% |