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 | Investment management; Participant co... | $128,413 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $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 | $53,204-5.4% | $155,556-67.7% | $200,096-74.9% |
| Participation rate | 74.0% | 64.1%+9.9pp | 78.2%-4.3pp | 72.0%+1.9pp |
| Annual return | 13.19% | 41.02%-27.8pp | 64.84%-51.6pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,481 | $1,850-19.9% | $4,675-68.3% | $3,038-51.2% |
| Participant deferral / active EE | $2,982 | $3,163-5.7% | $5,631-47.0% | $5,090-41.4% |
| Admin fee / account holder | $52 | $186-71.9% | $15,885-99.7% | $269-80.6% |