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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 | $62,166-60.2% | $81,353-69.6% | $74,459-66.8% |
| Participation rate | 84.5% | 64.1%+20.4pp | 69.5%+15.0pp | 67.2%+17.3pp |
| Annual return | 15.24% | 16.50%-1.3pp | 24.82%-9.6pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,806 | $1,881-4.0% | $2,464-26.7% | $2,626-31.2% |
| Participant deferral / active EE | $2,842 | $3,223-11.8% | $3,885-26.9% | $4,350-34.7% |
| Admin fee / account holder | $239 | $1,925-87.6% | $5,766-95.9% | $1,945-87.7% |