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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS, L Service code 15 · EIN 13-3689044 | Recordkeeping | $6,786 |
SAN DIEGO PENSION CONSULTANTS2+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 15 · EIN 33-0461574 | Recordkeeping | $585 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,539 | $59,186-70.4% | $76,766-77.2% | $56,287-68.8% |
| Participation rate | 80.9% | 75.2%+5.7pp | 77.0%+3.9pp | 69.9%+11.1pp |
| Annual return | -10.35% | 6.62%-17.0pp | 2.43%-12.8pp | -9.96%-0.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,923 | $3,255+143.4% | $3,851+105.7% | $3,350+136.5% |
| Admin fee / account holder | $64 | $489-86.9% | $6,675-99.0% | $521-87.7% |