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 | Participant loan processing; Particip... | $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 | $38,006+48.4% | $161,489-65.1% | $89,670-37.1% |
| Participation rate | 80.1% | 55.7%+24.4pp | 78.7%+1.4pp | 71.2%+8.9pp |
| Annual return | 11.74% | 51.85%-40.1pp | 89.72%-78.0pp | 19.66%-7.9pp |
| Employer contribution / active EE | $1,975 | $1,536+28.5% | $4,268-53.7% | $4,041-51.1% |
| Participant deferral / active EE | $2,538 | $1,865+36.1% | $5,630-54.9% | $3,962-35.9% |
| Admin fee / account holder | $110 | $249-55.7% | $16,006-99.3% | $352-68.6% |