Filed November 18, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.1+ years Service code 15 · EIN 52-0909772 | Recordkeeping | $23,545 |
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $16,656 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,373 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,955 | $37,117-73.2% | $147,617-93.3% | $55,191-82.0% |
| Participation rate | 98.1% | 63.6%+34.5pp | 84.6%+13.5pp | 69.2%+29.0pp |
| Annual return | -2.49% | 3.44%-5.9pp | 61.98%-64.5pp | 10.78%-13.3pp |
| Employer contribution / active EE | $1,867 | $1,620+15.2% | $5,564-66.4% | $1,899-1.6% |
| Participant deferral / active EE | $1,835 | $1,985-7.6% | $4,895-62.5% | $3,046-39.8% |
| Admin fee / account holder | $84 | $86-2.0% | $11,612-99.3% | $91-7.7% |