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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $207,531 |
KIDDER BENEFITS1 year Filed as: KIDDER ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $112,500 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,460 | $103,024+54.8% | $112,040+42.3% | $79,634+100.2% |
| Participation rate | 98.1% | 80.6%+17.6pp | 76.5%+21.6pp | 62.5%+35.6pp |
| Annual return | 18.56% | 17.60%+1.0pp | 24.52%-6.0pp | 36.46%-17.9pp |
| Employer contribution / active EE | $8,824 | $3,015+192.7% | $2,954+198.7% | $2,529+248.9% |
| Participant deferral / active EE | $12,798 | $5,233+144.6% | $5,098+151.1% | $3,835+233.8% |
| Admin fee / account holder | $267 | $465-42.6% | $12,098-97.8% | $1,002-73.4% |