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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL ADVISORS,INC Service code 28 · EIN 59-2476008 | Investment Management | $91,449 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,126 | $37,117-43.1% | $147,617-85.7% | $55,191-61.7% |
| Participation rate | 96.4% | 63.6%+32.8pp | 84.6%+11.8pp | 69.2%+27.3pp |
| Annual return | -2.65% | 3.44%-6.1pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $1,831 | $1,620+13.0% | $5,564-67.1% | $1,899-3.6% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | -$100 | $86-216.6% | $11,612-100.9% | $91-209.9% |