Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $41,249 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $35,262 |
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 | $58,229 | $66,004-11.8% | $81,820-28.8% | $77,714-25.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 13.09% | 26.65%-13.6pp | 777.93%-764.8pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,458 | $2,375+3.5% | $2,915-15.7% | $2,727-9.9% |
| Participant deferral / active EE | $6,049 | $3,508+72.5% | $4,323+39.9% | $4,649+30.1% |
| Admin fee / account holder | $186 | $527-64.8% | $7,391-97.5% | $433-57.1% |