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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $20,300 |
ERS, INC.1 year Service code 27 · EIN 80-0937639 | Advisory (Plan) | $5,948 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,573 | $80,177-55.6% | $123,894-71.3% | $57,658-38.3% |
| Participation rate | 85.3% | 74.4%+10.8pp | 81.4%+3.9pp | 70.2%+15.0pp |
| Annual return | 9.44% | 17.90%-8.5pp | 47.52%-38.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,555 | $2,913-46.6% | $4,617-66.3% | $1,974-21.2% |
| Participant deferral / active EE | $2,411 | $5,130-53.0% | $5,984-59.7% | $3,061-21.2% |
| Admin fee / account holder | $39 | $106-63.2% | $8,357-99.5% | $95-58.6% |