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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $9,063 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,448 | $46,688-62.6% | $189,758-90.8% | $69,733-75.0% |
| Participation rate | 91.1% | 61.7%+29.4pp | 79.8%+11.3pp | 62.5%+28.7pp |
| Annual return | 10.83% | 14.35%-3.5pp | 52.62%-41.8pp | 15.22%-4.4pp |
| Employer contribution / active EE | $1,283 | $1,695-24.3% | $4,767-73.1% | $2,250-43.0% |
| Participant deferral / active EE | $1,587 | $2,143-25.9% | $5,856-72.9% | $3,054-48.0% |
| Admin fee / account holder | $63 | $1,700-96.3% | $20,388-99.7% | $3,102-98.0% |