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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $740,334 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $98,459 |
Filed as: PROFESSIONAL FINANCIAL MANAGEMENT Service code 33 · EIN 20-5297833 | Securities brokerage commissions and ... | $10,228 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,196 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,945 | $68,110+43.8% | $155,574-37.0% | $99,269-1.3% |
| Participation rate | 96.4% | 67.8%+28.6pp | 78.2%+18.2pp | 71.7%+24.7pp |
| Annual return | 14.03% | 16.16%-2.1pp | 64.87%-50.8pp | 17.66%-3.6pp |
| Employer contribution / active EE | $2,094 | $2,291-8.6% | $4,676-55.2% | $3,265-35.9% |
| Participant deferral / active EE | $6,485 | $3,865+67.8% | $5,629+15.2% | $5,344+21.4% |
| Admin fee / account holder | $100 | $94+6.6% | $15,914-99.4% | $109-8.2% |