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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,130 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,574 |
NATIONAL ADMINISTRATION, INC.1+ years Service code 15 · EIN 39-1967492 | Recordkeeping | $1,045 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,964 | $50,106-78.1% | $69,779-84.3% | $57,658-81.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 6.25% | 14.58%-8.3pp | 12.99%-6.7pp | 5.13%+1.1pp |
| Employer contribution / active EE | $462 | $1,739-73.4% | $2,338-80.2% | $1,974-76.6% |
| Participant deferral / active EE | $714 | $2,486-71.3% | $2,931-75.6% | $3,061-76.7% |
| Admin fee / account holder | $41 | $89-54.1% | $4,381-99.1% | $95-56.7% |