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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $56,870 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 | Insurance Broker | $29,766 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $17,280 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $15,396 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY, L Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $155,555-100.0% | $146,866-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.19% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |