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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,778 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,232 |
DWC - THE 401(K) EXPERTS2 years Filed as: DWC-THE 401(K) EXPERTS Service code 15 · EIN 26-2091417 | Recordkeeping | $3,060 |
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 | $22,045 | $101,591-78.3% | $147,096-85.0% | $74,429-70.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.26% | 8746.45%-8726.2pp | 419.75%-399.5pp | 1368.38%-1348.1pp |
| Employer contribution / active EE | $1,774 | $3,813-53.5% | $4,936-64.1% | $2,625-32.4% |
| Participant deferral / active EE | $6,622 | $7,302-9.3% | $8,071-18.0% | $4,348+52.3% |
| Admin fee / account holder | $91 | $1,750-94.8% | $13,005-99.3% | $1,944-95.3% |