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 | $53,163 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $45,302 |
MANER COSTERISAN1 year Service code 10 · EIN 38-2157642 | Accounting | $9,500 |
WATKINS ROSS1 year Service code 15 · EIN 38-1477362 | Recordkeeping | $2,165 |
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 | $61,396 | $102,661-40.2% | $151,639-59.5% | $66,938-8.3% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -5.98% | -10.81%+4.8pp | 3.34%-9.3pp | 1.58%-7.6pp |
| Employer contribution / active EE | $3,525 | $4,184-15.8% | $6,165-42.8% | $2,545+38.5% |
| Participant deferral / active EE | $5,565 | $6,645-16.3% | $8,363-33.5% | $4,238+31.3% |
| Admin fee / account holder | $309 | $630-51.0% | $11,613-97.3% | $594-48.0% |