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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $31,278 |
Service code 27 · EIN 11-3039703 | Advisory (Plan) | $30,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $9,614 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,039 | $46,464-84.9% | $150,298-95.3% | $79,634-91.2% |
| Participation rate | 89.4% | 57.0%+32.4pp | 77.8%+11.6pp | 62.5%+26.9pp |
| Annual return | 26.40% | 27.89%-1.5pp | 62.79%-36.4pp | 36.46%-10.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,734 | $2,157+26.8% | $5,453-49.9% | $3,835-28.7% |
| Admin fee / account holder | $238 | $891-73.3% | $14,116-98.3% | $1,002-76.3% |