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 | $59,152 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $50,105 |
MANER COSTERISAN2 years Service code 10 · EIN 38-2157642 | Accounting | $20,500 |
WATKINS ROSS2 years Service code 15 · EIN 38-1477362 | Recordkeeping | $1,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,854 | $130,294-42.6% | $170,043-56.0% | $71,511+4.7% |
| Participation rate | 99.1% | 86.2%+12.9pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 14.71% | 20.36%-5.7pp | 53.40%-38.7pp | 28.86%-14.1pp |
| Employer contribution / active EE | $3,812 | $4,385-13.1% | $6,790-43.9% | $2,589+47.2% |
| Participant deferral / active EE | $5,895 | $6,928-14.9% | $10,410-43.4% | $4,291+37.4% |
| Admin fee / account holder | $398 | $966-58.8% | $12,824-96.9% | $1,588-74.9% |