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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Particip... | $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 commissions and ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,336 | $50,902+272.0% | $155,534+21.7% | $77,736+143.6% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.7pp | 70.6%+28.4pp |
| Annual return | 13.04% | 34.85%-21.8pp | 64.92%-51.9pp | 31.26%-18.2pp |
| Employer contribution / active EE | $8,719 | $1,991+337.8% | $4,675+86.5% | $2,728+219.7% |
| Participant deferral / active EE | $4,066 | $2,824+44.0% | $5,630-27.8% | $4,651-12.6% |
| Admin fee / account holder | $191 | $437-56.3% | $15,900-98.8% | $433-56.0% |