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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $229,104 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $444 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,931 | $53,204+7.0% | $155,556-63.4% | $200,096-71.5% |
| Participation rate | 98.7% | 64.1%+34.6pp | 78.2%+20.5pp | 72.0%+26.7pp |
| Annual return | 10.37% | 41.02%-30.7pp | 64.84%-54.5pp | 34.26%-23.9pp |
| Employer contribution / active EE | $1,964 | $1,850+6.2% | $4,675-58.0% | $3,038-35.3% |
| Participant deferral / active EE | $3,164 | $3,1630% | $5,631-43.8% | $5,090-37.8% |
| Admin fee / account holder | $63 | $186-65.8% | $15,885-99.6% | $269-76.4% |