Filed May 20, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $38,553 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,632 | $50,860+3.5% | $155,574-66.2% | $77,714-32.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 50.04% | 34.86%+15.2pp | 64.87%-14.8pp | 31.26%+18.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $8,321 | $2,825+194.6% | $5,629+47.8% | $4,649+79.0% |
| Admin fee / account holder | $76 | $436-82.6% | $15,914-99.5% | $433-82.4% |