Filed September 5, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $49,444 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,419 |
MANER COSTERISAN3 years Service code 10 · EIN 38-2157642 | Accounting | $13,225 |
WATKINS ROSS3 years Service code 15 · EIN 38-1477362 | Recordkeeping | $2,767 |
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 | $83,073 | $122,063-31.9% | $184,256-54.9% | $74,478+11.5% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 13.50% | 19.92%-6.4pp | 28.85%-15.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $3,260 | $4,539-28.2% | $6,427-49.3% | $2,626+24.1% |
| Participant deferral / active EE | $6,451 | $7,144-9.7% | $9,133-29.4% | $4,350+48.3% |
| Admin fee / account holder | $357 | $1,253-71.5% | $13,899-97.4% | $1,946-81.6% |