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 | Sales loads (front end and deferred);... | $234,588 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,409 | $36,773+53.4% | $189,758-70.3% | $85,660-34.1% |
| Participation rate | 80.1% | 63.3%+16.8pp | 79.8%+0.3pp | 74.8%+5.2pp |
| Annual return | 11.74% | 55.47%-43.7pp | 52.62%-40.9pp | 19.52%-7.8pp |
| Employer contribution / active EE | $1,975 | $1,536+28.6% | $4,767-58.6% | $4,199-53.0% |
| Participant deferral / active EE | $2,538 | $1,800+41.0% | $5,856-56.7% | $3,518-27.9% |
| Admin fee / account holder | $110 | $132-16.1% | $20,388-99.5% | $224-50.7% |