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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $27,725 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,397 | $79,700+10.9% | $153,500-42.4% | $74,429+18.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.89% | 15.07%+0.8pp | 15.70%+0.2pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $6,714 | $4,016+67.2% | $5,039+33.2% | $2,625+155.8% |
| Participant deferral / active EE | $0 | $5,315-100.0% | $6,756-100.0% | $4,348-100.0% |
| Admin fee / account holder | $147 | $1,790-91.8% | $12,736-98.8% | $1,944-92.4% |