Filed December 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $68,875 |
MERCER5 years Filed as: JP MORGAN CHASE MERCER INVESTMENTS, Service code 28 · EIN 30-0282430 | Investment Management | $48,736 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,971 | $50,982-2.0% | $154,803-67.7% | $85,563-41.6% |
| Participation rate | 96.6% | 59.8%+36.8pp | 78.1%+18.6pp | 66.0%+30.7pp |
| Annual return | 4.45% | 30.35%-25.9pp | 58.88%-54.4pp | 31.51%-27.1pp |
| Employer contribution / active EE | $1,734 | $1,708+1.5% | $4,305-59.7% | $2,654-34.7% |
| Participant deferral / active EE | $3,111 | $2,474+25.7% | $5,540-43.9% | $4,375-28.9% |
| Admin fee / account holder | $290 | $846-65.7% | $14,329-98.0% | $834-65.2% |