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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $17,027 |
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL SERVICES Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $16,226 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $10,869 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,888 | $52,293-21.8% | $178,503-77.1% | $73,412-44.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 18.71% | 34.75%-16.0pp | 151.12%-132.4pp | 59.30%-40.6pp |
| Employer contribution / active EE | $1,116 | $1,736-35.7% | $5,011-77.7% | $2,234-50.0% |
| Participant deferral / active EE | $2,411 | $2,333+3.3% | $5,202-53.7% | $3,806-36.7% |
| Admin fee / account holder | $138 | $127+8.3% | $13,987-99.0% | $158-12.6% |