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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOL LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $22,247 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $9,078 |
ERISA SERVICES, INC.4 years Filed as: ERISA SERVICES INC. Service code 15 · EIN 62-1200951 | Recordkeeping | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,927 | $62,686-60.2% | $178,540-86.0% | $77,736-67.9% |
| Participation rate | 30.2% | 66.9%-36.7pp | 77.1%-47.0pp | 70.6%-40.4pp |
| Annual return | 11.46% | 16.16%-4.7pp | 27.15%-15.7pp | 31.26%-19.8pp |
| Employer contribution / active EE | $648 | $1,914-66.2% | $3,953-83.6% | $2,728-76.3% |
| Participant deferral / active EE | $961 | $4,224-77.2% | $6,281-84.7% | $4,651-79.3% |
| Admin fee / account holder | $257 | $386-33.6% | $10,424-97.5% | $433-40.8% |