Filed May 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $206,692 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,284 | $113,293-41.5% | $67,511-1.8% | $199,768-66.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 14.72% | 15.88%-1.2pp | 3517.41%-3502.7pp | 34.26%-19.5pp |
| Employer contribution / active EE | $5,054 | $3,401+48.6% | $2,733+84.9% | $3,037+66.4% |
| Participant deferral / active EE | $4,988 | $4,159+19.9% | $4,000+24.7% | $5,090-2.0% |
| Admin fee / account holder | $106 | $103+3.7% | $3,999-97.3% | $269-60.5% |