Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $44,086 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $36,320 |
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 | $66,499 | $51,878+28.2% | $68,368-2.7% | $79,634-16.5% |
| Participation rate | 99.0% | 53.7%+45.3pp | 73.8%+25.2pp | 62.5%+36.5pp |
| Annual return | 14.79% | 137.43%-122.6pp | 292.57%-277.8pp | 36.46%-21.7pp |
| Employer contribution / active EE | $2,717 | $1,931+40.7% | $2,649+2.6% | $2,529+7.4% |
| Participant deferral / active EE | $6,376 | $2,577+147.4% | $4,123+54.6% | $3,835+66.3% |
| Admin fee / account holder | $193 | $942-79.5% | $5,150-96.2% | $1,002-80.7% |