Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $36,998 |
Filed as: EDWARD D JONES & CO Service code 16 · EIN 43-0345811 | Consulting | $30,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,406 | $72,254-44.1% | $86,677-53.4% | $64,808-37.7% |
| Participation rate | 78.8% | 80.4%-1.7pp | 76.6%+2.2pp | 71.5%+7.3pp |
| Annual return | -17.28% | 392.42%-409.7pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,034 | $2,393-56.8% | $2,836-63.5% | $2,506-58.7% |
| Participant deferral / active EE | $2,702 | $4,658-42.0% | $4,656-42.0% | $4,310-37.3% |
| Admin fee / account holder | $204 | $174+17.0% | $7,493-97.3% | $188+8.4% |