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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $38,929 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,605 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,992 | $91,710-18.2% | $67,560+11.0% | $77,762-3.6% |
| Participation rate | 37.5% | 76.0%-38.5pp | 72.9%-35.4pp | 70.6%-33.1pp |
| Annual return | 13.54% | 14.88%-1.3pp | 3533.50%-3520.0pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,209 | $3,187-62.1% | $2,737-55.8% | $2,728-55.7% |
| Participant deferral / active EE | $1,813 | $3,911-53.6% | $4,004-54.7% | $4,651-61.0% |
| Admin fee / account holder | $141 | $245-42.4% | $3,994-96.5% | $433-67.4% |