See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $77,688 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 | Insurance Broker | $44,417 |
STALKER & ASSOCIATES, INC.3 years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $8,978 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $3,139 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,626 | $78,781-38.3% | $100,516-51.6% | $73,409-33.8% |
| Participation rate | 66.9% | 80.0%-13.2pp | 79.4%-12.5pp | 72.2%-5.3pp |
| Annual return | 15.60% | 31.69%-16.1pp | 30.89%-15.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,287 | $6,537-65.0% | $6,270-63.5% | $3,805-39.9% |
| Admin fee / account holder | $223 | $145+53.2% | $8,081-97.2% | $158+41.0% |