Filed June 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $84,472 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,810 | $129,095-21.9% | $184,200-45.3% | $77,671+29.8% |
| Participation rate | 91.2% | 87.3%+3.8pp | 86.8%+4.3pp | 70.6%+20.6pp |
| Annual return | 13.82% | 33.29%-19.5pp | 28.80%-15.0pp | 31.21%-17.4pp |
| Employer contribution / active EE | $5,649 | $4,410+28.1% | $6,424-12.1% | $2,726+107.2% |
| Participant deferral / active EE | $6,982 | $7,300-4.4% | $9,132-23.5% | $4,648+50.2% |
| Admin fee / account holder | $157 | $256-38.6% | $13,907-98.9% | $430-63.5% |