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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISOR NETWORK, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $54,697 |
Filed as: TRANSAMERICA RETIRE SOLUTIONS. LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $46,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,886 | $130,084-77.0% | $138,135-78.4% | $90,274-66.9% |
| Participation rate | 34.3% | 86.0%-51.7pp | 78.7%-44.4pp | 73.4%-39.1pp |
| Annual return | 14.37% | 14.63%-0.3pp | 20.51%-6.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,897 | $5,865-67.7% | $5,587-66.0% | $2,523-24.8% |
| Participant deferral / active EE | $2,601 | $7,099-63.4% | $6,431-59.5% | $4,231-38.5% |
| Admin fee / account holder | $166 | $187-10.8% | $11,856-98.6% | $114+45.9% |