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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $76,221 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $28,241 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,401 | $129,227-90.4% | $184,256-93.3% | $77,762-84.1% |
| Participation rate | 93.4% | 87.4%+6.1pp | 86.8%+6.6pp | 70.6%+22.8pp |
| Annual return | 11.30% | 33.24%-21.9pp | 28.85%-17.5pp | 31.27%-20.0pp |
| Employer contribution / active EE | $1,094 | $4,412-75.2% | $6,427-83.0% | $2,728-59.9% |
| Participant deferral / active EE | $2,026 | $7,307-72.3% | $9,133-77.8% | $4,651-56.4% |
| Admin fee / account holder | $145 | $256-43.4% | $13,899-99.0% | $433-66.6% |