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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $27,725 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,397 | $79,779+10.8% | $153,741-42.5% | $74,478+18.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.89% | 15.08%+0.8pp | 15.71%+0.2pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $6,714 | $4,026+66.8% | $5,042+33.2% | $2,626+155.7% |
| Participant deferral / active EE | $0 | $5,329-100.0% | $6,757-100.0% | $4,350-100.0% |
| Admin fee / account holder | $147 | $1,761-91.6% | $12,749-98.8% | $1,946-92.4% |