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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 6400 C ST SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $8,471 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,277 | $62,267-51.4% | $110,243-72.5% | $55,725-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -73.73% | -1.07%-72.7pp | 314.76%-388.5pp | 244.93%-318.7pp |
| Employer contribution / active EE | $2,578 | $1,941+32.8% | $3,827-32.6% | $2,078+24.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $21 | $121-82.7% | $8,548-99.8% | $115-81.8% |