Filed August 6, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $234,547 |
STEPHENS INC10+ years Filed as: STEPHENS INC. Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $75,588 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,627 | $81,301-39.0% | $76,119-34.8% | $199,960-75.2% |
| Participation rate | 41.1% | 70.1%-28.9pp | 69.1%-27.9pp | 72.0%-30.8pp |
| Annual return | 12.34% | 16.31%-4.0pp | 361.25%-348.9pp | 34.28%-21.9pp |
| Employer contribution / active EE | $769 | $3,352-77.1% | $2,693-71.4% | $3,036-74.7% |
| Participant deferral / active EE | $2,252 | $4,721-52.3% | $4,259-47.1% | $5,087-55.7% |
| Admin fee / account holder | $226 | $145+56.1% | $6,421-96.5% | $269-15.9% |