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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Particip... | $228,743 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $33,645 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $16,800 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,696 | $58,644-30.6% | $178,014-77.1% | $199,768-79.6% |
| Participation rate | 98.8% | 65.5%+33.3pp | 77.1%+21.7pp | 72.0%+26.7pp |
| Annual return | 14.79% | 19.25%-4.5pp | 294.80%-280.0pp | 34.26%-19.5pp |
| Employer contribution / active EE | $2,417 | $1,801+34.2% | $3,950-38.8% | $3,037-20.4% |
| Participant deferral / active EE | $4,033 | $4,248-5.1% | $6,276-35.7% | $5,090-20.8% |
| Admin fee / account holder | $118 | $145-18.9% | $10,362-98.9% | $269-56.2% |