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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $38,118 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,796 |
Filed as: ECONOMIC GROUP PENSION SRVS INC Service code 15 · EIN 13-3180178 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,569 | $61,166+239.4% | $185,849+11.7% | $79,391+161.5% |
| Participation rate | 94.2% | 66.6%+27.6pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 18.12% | 19.45%-1.3pp | 122.10%-104.0pp | 116.88%-98.8pp |
| Employer contribution / active EE | $7,605 | $2,321+227.7% | $5,169+47.1% | $2,428+213.2% |
| Participant deferral / active EE | $7,216 | $2,789+158.8% | $5,569+29.6% | $4,046+78.4% |
| Admin fee / account holder | $216 | $710-69.5% | $16,244-98.7% | $627-65.5% |