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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 | Accounting | $16,970 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,838 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,943 | $55,470+184.7% | $155,556+1.5% | $74,478+112.1% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 11.37% | 269.80%-258.4pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $9,554 | $2,267+321.5% | $4,675+104.3% | $2,626+263.8% |
| Participant deferral / active EE | $7,430 | $2,838+161.8% | $5,631+31.9% | $4,350+70.8% |
| Admin fee / account holder | $98 | $1,744-94.4% | $15,885-99.4% | $1,946-95.0% |