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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $145,606 |
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 | $39,709 | $50,860-21.9% | $155,574-74.5% | $77,714-48.9% |
| Participation rate | 87.7% | 63.1%+24.6pp | 78.2%+9.5pp | 70.6%+17.1pp |
| Annual return | 11.83% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,099 | $1,991-44.8% | $4,676-76.5% | $2,727-59.7% |
| Participant deferral / active EE | $3,375 | $2,825+19.5% | $5,629-40.0% | $4,649-27.4% |
| Admin fee / account holder | $152 | $436-65.1% | $15,914-99.0% | $433-64.9% |