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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,075 |
ACCEL WEALTH MANAGEMENT5+ years Filed as: ACCEL WEALTH MANAGEMENT LLC Service code 27 · EIN 83-0742869 | Advisory (Plan) | $6,915 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $3,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,430 | $62,409-36.8% | $120,380-67.2% | $74,400-47.0% |
| Participation rate | 76.8% | 56.8%+20.0pp | 71.9%+4.9pp | 67.2%+9.6pp |
| Annual return | 14.70% | 18.62%-3.9pp | 107.28%-92.6pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $2,099 | $1,847+13.7% | $3,465-39.4% | $2,624-20.0% |
| Participant deferral / active EE | $2,976 | $2,888+3.0% | $4,992-40.4% | $4,348-31.6% |
| Admin fee / account holder | $206 | $2,394-91.4% | $9,421-97.8% | $1,944-89.4% |