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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 | $55,446+184.9% | $155,574+1.5% | $74,429+112.2% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 11.37% | 269.20%-257.8pp | 64.87%-53.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $9,554 | $2,266+321.6% | $4,676+104.3% | $2,625+264.0% |
| Participant deferral / active EE | $7,430 | $2,836+162.0% | $5,629+32.0% | $4,348+70.9% |
| Admin fee / account holder | $98 | $1,743-94.4% | $15,914-99.4% | $1,944-95.0% |