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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $13,047 |
THE RYDING COMPANY5 years Service code 15 · EIN 95-3497679 | Recordkeeping | $8,403 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,743 | $62,146-60.2% | $81,438-69.6% | $74,546-66.8% |
| Participation rate | 84.5% | 64.1%+20.4pp | 69.5%+15.0pp | 67.2%+17.3pp |
| Annual return | 15.24% | 16.49%-1.2pp | 24.74%-9.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,806 | $1,883-4.1% | $2,460-26.6% | $2,624-31.2% |
| Participant deferral / active EE | $2,842 | $3,229-12.0% | $3,883-26.8% | $4,347-34.6% |
| Admin fee / account holder | $239 | $1,922-87.6% | $5,764-95.8% | $1,944-87.7% |