Filed January 6, 2023 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $117,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,691 | $50,815+19.4% | $155,509-61.0% | $77,643-21.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.11% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,619 | $1,993+81.6% | $4,672-22.6% | $2,726+32.8% |
| Participant deferral / active EE | $5,829 | $2,822+106.5% | $5,626+3.6% | $4,647+25.4% |
| Admin fee / account holder | $86 | $437-80.4% | $15,912-99.5% | $430-80.1% |