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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $25,508 |
BOKF, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $15,466 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $8,506 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,352 | $79,169-17.5% | $100,415-34.9% | $74,478-12.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 17.76% | 20.51%-2.8pp | 49.47%-31.7pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $3,980 | $3,017+31.9% | $3,943+0.9% | $2,626+51.5% |
| Participant deferral / active EE | $7,665 | $7,751-1.1% | $8,091-5.3% | $4,350+76.2% |
| Admin fee / account holder | $204 | $1,337-84.8% | $7,906-97.4% | $1,946-89.5% |