Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $234,588 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,409 | $49,468+14.0% | $150,298-62.5% | $103,975-45.7% |
| Participation rate | 80.1% | 58.1%+21.9pp | 77.8%+2.3pp | 72.5%+7.5pp |
| Annual return | 11.74% | 38.98%-27.2pp | 62.79%-51.0pp | 19.41%-7.7pp |
| Employer contribution / active EE | $1,975 | $1,670+18.3% | $4,154-52.5% | $3,722-47.0% |
| Participant deferral / active EE | $2,538 | $2,650-4.2% | $5,453-53.4% | $5,343-52.5% |
| Admin fee / account holder | $110 | $385-71.3% | $14,116-99.2% | $332-66.8% |