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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $38,929 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,605 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $91,692-18.2% | $67,561+11.0% | $77,714-3.5% |
| Participation rate | 37.5% | 76.0%-38.5pp | 72.9%-35.4pp | 70.6%-33.1pp |
| Annual return | 13.54% | 14.88%-1.3pp | 3525.44%-3511.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,209 | $3,188-62.1% | $2,735-55.8% | $2,727-55.6% |
| Participant deferral / active EE | $1,813 | $3,912-53.6% | $4,003-54.7% | $4,649-61.0% |
| Admin fee / account holder | $141 | $245-42.3% | $4,006-96.5% | $433-67.4% |