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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES Service code 15 · EIN 33-0962367 | Recordkeeping | $7,933 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,325 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $206 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,572 | $70,002-66.3% | $115,038-79.5% | $52,331-55.0% |
| Participation rate | 76.1% | 72.1%+4.0pp | 81.4%-5.3pp | 68.1%+8.0pp |
| Annual return | -0.65% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $2,592 | $2,715-4.5% | $4,608-43.7% | $1,882+37.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $176 | $566-69.0% | $8,175-97.9% | $592-70.3% |