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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $13,843 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $13,639 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,426 | $84,499-62.8% | $125,391-74.9% | $66,949-53.1% |
| Participation rate | 74.6% | 76.4%-1.8pp | 82.4%-7.7pp | 69.8%+4.8pp |
| Annual return | -17.81% | -8.49%-9.3pp | 572.41%-590.2pp | 1.57%-19.4pp |
| Employer contribution / active EE | $1,315 | $3,554-63.0% | $4,816-72.7% | $2,545-48.3% |
| Participant deferral / active EE | $6,862 | $6,785+1.1% | $7,448-7.9% | $4,239+61.9% |
| Admin fee / account holder | $154 | $685-77.6% | $10,009-98.5% | $594-74.1% |