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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $17,084 |
Filed as: PENSION FINANCIAL SERVICE, INC. Service code 15 · EIN 58-1485803 | Recordkeeping | $9,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,074 | $57,312-5.6% | $86,617-37.6% | $75,181-28.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.39% | 2672.78%-2657.4pp | 591.91%-576.5pp | 160.69%-145.3pp |
| Employer contribution / active EE | $3,522 | $2,315+52.1% | $3,023+16.5% | $2,671+31.9% |
| Participant deferral / active EE | $2,340 | $3,319-29.5% | $4,437-47.3% | $4,126-43.3% |
| Admin fee / account holder | $487 | $4,114-88.2% | $5,613-91.3% | $5,650-91.4% |