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| Provider | Service type | Compensation |
|---|---|---|
DAHM, KNAPP & ASSOCIATES, PC3 years Service code 10 · EIN 84-4130791 | Accounting | $23,500 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,736 | $79,169-37.2% | $100,415-50.5% | $74,478-33.2% |
| Participation rate | 85.3% | 79.4%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 12.64% | 20.51%-7.9pp | 49.47%-36.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $386 | $3,017-87.2% | $3,943-90.2% | $2,626-85.3% |
| Participant deferral / active EE | $3,777 | $7,751-51.3% | $8,091-53.3% | $4,350-13.2% |
| Admin fee / account holder | $117 | $1,337-91.3% | $7,906-98.5% | $1,946-94.0% |