Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $489,789 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,089 | $113,568+25.1% | $67,560+110.3% | $200,096-29.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 12.55% | 15.88%-3.3pp | 3533.50%-3520.9pp | 34.26%-21.7pp |
| Employer contribution / active EE | $8,997 | $3,409+163.9% | $2,737+228.7% | $3,038+196.2% |
| Participant deferral / active EE | $8,681 | $4,163+108.5% | $4,004+116.8% | $5,090+70.5% |
| Admin fee / account holder | $42 | $102-59.2% | $3,994-99.0% | $269-84.5% |