Filed November 27, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $269,398 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,370 | $53,204+130.0% | $155,556-21.3% | $200,096-38.8% |
| Participation rate | 58.9% | 64.1%-5.3pp | 78.2%-19.4pp | 72.0%-13.2pp |
| Annual return | 15.12% | 41.02%-25.9pp | 64.84%-49.7pp | 34.26%-19.1pp |
| Employer contribution / active EE | $1,422 | $1,850-23.1% | $4,675-69.6% | $3,038-53.2% |
| Participant deferral / active EE | $5,269 | $3,163+66.6% | $5,631-6.4% | $5,090+3.5% |
| Admin fee / account holder | $96 | $186-48.1% | $15,885-99.4% | $269-64.2% |