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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $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 | $99,442+60.4% | $113,397+40.6% | $71,012+124.6% |
| Participation rate | 98.1% | 78.9%+19.2pp | 76.5%+21.6pp | 58.6%+39.6pp |
| Annual return | 18.56% | 17.93%+0.6pp | 23.20%-4.6pp | 37.67%-19.1pp |
| Employer contribution / active EE | $8,824 | $3,068+187.6% | $2,977+196.4% | $2,348+275.8% |
| Participant deferral / active EE | $12,798 | $4,915+160.4% | $5,076+152.1% | $3,246+294.3% |
| Admin fee / account holder | $267 | $535-50.1% | $11,957-97.8% | $1,167-77.2% |