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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Finders' f... | $129,982 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
PBMARES, LLP1 year Service code 11 · EIN 54-0737372 | Actuarial | $19,793 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $181 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,920 | $129,159+23.0% | $184,243-13.7% | $77,714+104.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.76% | 33.22%-17.5pp | 28.82%-13.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $7,661 | $4,410+73.7% | $6,427+19.2% | $2,727+180.9% |
| Participant deferral / active EE | $13,362 | $7,305+82.9% | $9,132+46.3% | $4,649+187.4% |
| Admin fee / account holder | $136 | $256-46.9% | $13,914-99.0% | $433-68.7% |