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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $9,063 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,448 | $45,343-61.5% | $150,298-88.4% | $67,986-74.3% |
| Participation rate | 91.1% | 51.9%+39.3pp | 77.8%+13.4pp | 57.2%+33.9pp |
| Annual return | 10.83% | 33.28%-22.4pp | 62.79%-52.0pp | 31.67%-20.8pp |
| Employer contribution / active EE | $1,283 | $1,462-12.2% | $4,154-69.1% | $2,019-36.4% |
| Participant deferral / active EE | $1,587 | $2,055-22.8% | $5,453-70.9% | $3,358-52.7% |
| Admin fee / account holder | $63 | $2,250-97.2% | $14,116-99.6% | $3,203-98.0% |