Filed July 11, 2018 (most recent of 6 filings on file)
Total covered: 10 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $10,327 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 6 CITYPLACE DRIVE, SUITE 700 · ST. LOUIS, MO 63141 | Recordkeeping | $7,625 |
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 | $37,849 | $89,739-57.8% | $149,721-74.7% | $62,293-39.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.49% | 21.01%-2.5pp | 1501.67%-1483.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,566 | $3,233-20.6% | $5,444-52.9% | $2,042+25.7% |
| Participant deferral / active EE | $2,855 | $4,797-40.5% | $6,568-56.5% | $3,169-9.9% |
| Admin fee / account holder | $94 | $551-82.9% | $11,282-99.2% | $479-80.4% |