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 |
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 | $66,499 | $61,058+8.9% | $71,209-6.6% | $85,563-22.3% |
| Participation rate | 99.0% | 58.6%+40.4pp | 73.8%+25.2pp | 66.0%+33.0pp |
| Annual return | 14.79% | 100.41%-85.6pp | 282.51%-267.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,717 | $2,199+23.6% | $2,721-0.2% | $2,654+2.4% |
| Participant deferral / active EE | $6,376 | $3,173+100.9% | $4,175+52.7% | $4,375+45.7% |
| Admin fee / account holder | $193 | $855-77.4% | $5,349-96.4% | $834-76.8% |