Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $128,413 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,306 | $53,199-5.4% | $155,567-67.7% | $199,768-74.8% |
| Participation rate | 74.0% | 64.1%+9.8pp | 78.2%-4.2pp | 72.0%+1.9pp |
| Annual return | 13.19% | 41.17%-28.0pp | 64.74%-51.5pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,481 | $1,852-20.0% | $4,674-68.3% | $3,037-51.2% |
| Participant deferral / active EE | $2,982 | $3,163-5.7% | $5,628-47.0% | $5,090-41.4% |
| Admin fee / account holder | $52 | $186-71.8% | $15,916-99.7% | $269-80.6% |