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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $59,418 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $14,513 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,860 | $58,859+1.7% | $129,339-53.7% | $77,692-23.0% |
| Participation rate | 84.2% | 59.3%+24.9pp | 69.6%+14.6pp | 70.6%+13.7pp |
| Annual return | 14.42% | 24.74%-10.3pp | 9437.05%-9422.6pp | 31.25%-16.8pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,501 | $3,215+71.1% | $4,170+31.9% | $4,648+18.3% |
| Admin fee / account holder | $228 | $591-61.5% | $7,668-97.0% | $431-47.1% |