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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $67,545 |
ACUFF & ASSOCIATES, INC.10+ years Service code 10 · EIN 62-1477251 | Accounting | $18,372 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $6,025 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,336 | $50,820+272.6% | $155,567+21.7% | $77,671+143.8% |
| Participation rate | 99.0% | 63.1%+35.8pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 13.04% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $8,719 | $1,993+337.6% | $4,674+86.5% | $2,726+219.8% |
| Participant deferral / active EE | $4,066 | $2,823+44.0% | $5,628-27.8% | $4,648-12.5% |
| Admin fee / account holder | $191 | $436-56.2% | $15,916-98.8% | $430-55.7% |