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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $11,938 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,094 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $1,550 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,378 | $123,793-35.1% | $177,848-54.8% | $79,856+0.7% |
| Participation rate | 76.4% | 84.7%-8.3pp | 87.7%-11.3pp | 69.6%+6.8pp |
| Annual return | 7.65% | 22.82%-15.2pp | 48.33%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,843 | $4,095-55.0% | $5,919-68.9% | $2,471-25.4% |
| Participant deferral / active EE | $3,685 | $5,956-38.1% | $7,714-52.2% | $3,741-1.5% |
| Admin fee / account holder | $185 | $7,243-97.5% | $12,431-98.5% | $5,306-96.5% |