Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $191,545 |
Service code 16 · EIN 20-8874382 | Consulting | $118,123 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,850 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 | Distribution (12b-1) fees; Recordkeep... | $0 |
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 | $62,334 | $44,989+38.6% | $170,435-63.4% | $77,958-20.0% |
| Participation rate | 99.0% | 64.6%+34.4pp | 83.6%+15.4pp | 71.6%+27.4pp |
| Annual return | 18.51% | 19.61%-1.1pp | 205.94%-187.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $2,808 | $1,466+91.5% | $5,432-48.3% | $2,310+21.5% |
| Participant deferral / active EE | $5,542 | $2,208+151.0% | $4,939+12.2% | $3,537+56.7% |
| Admin fee / account holder | $174 | $69+152.4% | $13,881-98.7% | $97+78.7% |