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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $13,674 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,553 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $431 |
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 | $4,493 | $87,037-94.8% | $106,201-95.8% | $80,874-94.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.6%+23.3pp |
| Annual return | 14.90% | 17.05%-2.2pp | 116.26%-101.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,631 | $2,396+51.5% | $3,170+14.6% | $2,756+31.8% |
| Participant deferral / active EE | $7,035 | $3,986+76.5% | $5,012+40.4% | $4,297+63.7% |
| Admin fee / account holder | $113 | $8,434-98.7% | $11,039-99.0% | $6,935-98.4% |