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| Provider | Service type | Compensation |
|---|---|---|
BENTOAK CAPITAL1 year Service code 27 · EIN 47-2206045 | Advisory (Plan) | $55,768 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,628 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,110 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,036 | $59,467+4.3% | $93,727-33.8% | $74,478-16.7% |
| Participation rate | 87.1% | 59.6%+27.5pp | 68.7%+18.4pp | 67.2%+19.9pp |
| Annual return | 10.78% | 82.14%-71.4pp | 133.83%-123.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,471 | $1,267+16.1% | $2,421-39.2% | $2,626-44.0% |
| Participant deferral / active EE | $5,035 | $3,052+65.0% | $4,417+14.0% | $4,350+15.7% |
| Admin fee / account holder | $31 | $3,028-99.0% | $8,292-99.6% | $1,946-98.4% |