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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $3,237 |
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 | $73,915 | $36,904+100.3% | $158,223-53.3% | $65,191+13.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 3.46% | 24.43%-21.0pp | 52.09%-48.6pp | 51.24%-47.8pp |
| Employer contribution / active EE | $3,254 | $1,489+118.5% | $4,109-20.8% | $2,400+35.6% |
| Participant deferral / active EE | $3,829 | $1,936+97.8% | $5,467-30.0% | $2,671+43.3% |
| Admin fee / account holder | $7 | $793-99.2% | $16,047-100.0% | $907-99.3% |