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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,567 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $3,650 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,450 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 04-2708937 | Other insurance fees and expenses; In... | $154 |
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 | $68,405 | $99,957-31.6% | $149,715-54.3% | $73,493-6.9% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 9.07% | 53.87%-44.8pp | 276.66%-267.6pp | 28.51%-19.4pp |
| Employer contribution / active EE | $5,872 | $3,191+84.0% | $4,645+26.4% | $2,270+158.7% |
| Participant deferral / active EE | $6,366 | $6,073+4.8% | $6,842-7.0% | $3,740+70.2% |
| Admin fee / account holder | $87 | $551-84.1% | $9,310-99.1% | $513-83.0% |