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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Accou... | $167,534 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,533 |
Filed as: FIRTH-SMITH & ARCHIBALD, LLC Service code 10 · EIN 95-4714778 | Accounting | $25,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,524 | $115,744-79.7% | $100,415-76.6% | $200,096-88.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.5%+18.5pp | 72.0%+28.0pp |
| Annual return | 12.39% | 17.79%-5.4pp | 49.47%-37.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $4 | $3,657-99.9% | $3,943-99.9% | $3,038-99.9% |
| Participant deferral / active EE | $2,328 | $9,844-76.3% | $8,091-71.2% | $5,090-54.3% |
| Admin fee / account holder | $118 | $93+27.3% | $7,906-98.5% | $269-56.1% |