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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 | $78,976-17.3% | $100,383-34.9% | $74,546-12.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 17.76% | 20.62%-2.9pp | 49.26%-31.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $3,980 | $3,019+31.8% | $3,944+0.9% | $2,624+51.6% |
| Participant deferral / active EE | $7,665 | $7,758-1.2% | $8,086-5.2% | $4,347+76.3% |
| Admin fee / account holder | $204 | $1,330-84.7% | $7,900-97.4% | $1,944-89.5% |