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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $38,361 |
JNBA FINANCIAL ADVISORS4+ years Filed as: JNBA FINANCIAL ADVISORS, INC. Service code 26 · EIN 41-1389326 8500 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Participants) | $6,987 |
Filed as: TAX SHLETERED COMPENSATION Service code 15 · EIN 41-0955056 | Recordkeeping | $2,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,599 | $37,591+10.7% | $90,657-54.1% | $55,725-25.4% |
| Participation rate | 86.6% | 66.4%+20.2pp | 74.0%+12.5pp | 70.9%+15.7pp |
| Annual return | 3.41% | -3.20%+6.6pp | 1.89%+1.5pp | 244.93%-241.5pp |
| Employer contribution / active EE | $615 | $1,302-52.8% | $2,532-75.7% | $2,078-70.4% |
| Participant deferral / active EE | $3,886 | $2,643+47.0% | $3,424+13.5% | $3,356+15.8% |
| Admin fee / account holder | $170 | $100+69.6% | $4,994-96.6% | $115+47.2% |