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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $683,742 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 2.33% | 10.61%-8.3pp | 8.97%-6.6pp | 10.61%-8.3pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $21,090-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $54-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |