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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,259 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,992 | $76,696-66.1% | $96,538-73.1% | $71,529-63.7% |
| Participation rate | 98.5% | 66.6%+31.9pp | 74.3%+24.2pp | 67.9%+30.6pp |
| Annual return | 20.41% | 48.32%-27.9pp | 35.74%-15.3pp | 28.97%-8.6pp |
| Employer contribution / active EE | $5,720 | $3,032+88.7% | $3,740+52.9% | $2,590+120.9% |
| Participant deferral / active EE | $3,451 | $3,770-8.5% | $4,880-29.3% | $4,291-19.6% |
| Admin fee / account holder | $354 | $2,030-82.5% | $6,737-94.7% | $1,588-77.7% |