Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
Filed as: TRANSAMERICA RETIREMENT SOULTIONS Service code 11 | Actuarial | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.44% | 6.68%+0.8pp | 4.72%+2.7pp | 9.19%-1.8pp |
| Employer contribution / active EE | $0 | $25,873-100.0% | $30,821-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |