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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $29,811 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,646 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,769 | $52,967+279.0% | $172,753+16.2% | $65,186+208.0% |
| Participation rate | 96.5% | 66.2%+30.3pp | 82.6%+13.9pp | 70.2%+26.3pp |
| Annual return | 25.04% | 30.12%-5.1pp | 803.00%-778.0pp | 29.39%-4.3pp |
| Employer contribution / active EE | $8,533 | $2,190+289.6% | $5,144+65.9% | $2,177+292.0% |
| Participant deferral / active EE | $6,113 | $2,471+147.4% | $5,198+17.6% | $3,514+74.0% |
| Admin fee / account holder | $196 | $472-58.4% | $13,956-98.6% | $847-76.8% |