Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $41,249 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $35,262 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,229 | $65,908-11.6% | $81,812-28.8% | $77,643-25.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 13.09% | 26.64%-13.6pp | 773.79%-760.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,458 | $2,370+3.7% | $2,912-15.6% | $2,726-9.8% |
| Participant deferral / active EE | $6,049 | $3,505+72.6% | $4,319+40.1% | $4,647+30.2% |
| Admin fee / account holder | $186 | $526-64.7% | $7,386-97.5% | $430-56.9% |