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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RET SOLUTIONS LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $37,848 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,800 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,876 | $101,672-42.1% | $147,117-60.0% | $74,478-20.9% |
| Participation rate | 68.3% | 75.5%-7.3pp | 82.2%-13.9pp | 67.2%+1.1pp |
| Annual return | -6.17% | 8757.83%-8764.0pp | 420.54%-426.7pp | 1370.56%-1376.7pp |
| Employer contribution / active EE | $5,281 | $3,813+38.5% | $4,932+7.1% | $2,626+101.1% |
| Participant deferral / active EE | $9,094 | $7,305+24.5% | $8,065+12.8% | $4,350+109.0% |
| Admin fee / account holder | $207 | $1,753-88.2% | $12,993-98.4% | $1,946-89.4% |