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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,326 |
Service code 15 · EIN 23-2942715 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Recordkeeping | $13,213 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,476 |
Filed as: MESIROW FINANCIAL & INVESTMENT MANA Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,497 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,722 | $88,203-78.8% | $165,100-88.7% | $74,478-74.9% |
| Participation rate | 73.6% | 73.1%+0.5pp | 78.6%-5.0pp | 67.2%+6.4pp |
| Annual return | 9.37% | 17.13%-7.8pp | 70.21%-60.8pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $633 | $2,601-75.7% | $4,348-85.4% | $2,626-75.9% |
| Participant deferral / active EE | $965 | $4,505-78.6% | $6,035-84.0% | $4,350-77.8% |
| Admin fee / account holder | $337 | $2,235-84.9% | $12,696-97.3% | $1,946-82.7% |