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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $6,094 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 15 · EIN 52-1053785 | Recordkeeping | $3,655 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,443 | $80,748-32.6% | $102,383-46.8% | $74,429-26.9% |
| Participation rate | 85.3% | 65.7%+19.6pp | 74.5%+10.8pp | 67.2%+18.1pp |
| Annual return | 13.31% | 27.57%-14.3pp | 24.94%-11.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $6,136 | $3,159+94.2% | $3,870+58.5% | $2,625+133.8% |
| Participant deferral / active EE | $1,470 | $3,861-61.9% | $5,060-70.9% | $4,348-66.2% |
| Admin fee / account holder | $89 | $2,371-96.2% | $8,391-98.9% | $1,944-95.4% |