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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $61,903 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,121 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $1,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,428 | $55,125+15.1% | $109,916-42.3% | $86,821-26.9% |
| Participation rate | 80.1% | 70.1%+10.0pp | 74.2%+5.8pp | 72.3%+7.8pp |
| Annual return | 19.26% | 26.20%-6.9pp | 29.46%-10.2pp | 97.94%-78.7pp |
| Employer contribution / active EE | $446 | $1,558-71.4% | $2,844-84.3% | $2,406-81.5% |
| Participant deferral / active EE | $3,989 | $3,337+19.6% | $4,047-1.4% | $4,132-3.5% |
| Admin fee / account holder | $340 | $141+141.1% | $6,069-94.4% | $170+100.5% |