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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $95,114 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $51,398 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $22,205 |
EISNERAMPER LLP1 year Filed as: EISENRAMPER Service code 10 · EIN 87-1363769 | Accounting | $8,900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,033 | $53,204+59.8% | $155,556-45.3% | $200,096-57.5% |
| Participation rate | 72.8% | 64.1%+8.7pp | 78.2%-5.5pp | 72.0%+0.7pp |
| Annual return | 13.31% | 41.02%-27.7pp | 64.84%-51.5pp | 34.26%-21.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,514 | $3,163+42.7% | $5,631-19.8% | $5,090-11.3% |
| Admin fee / account holder | $79 | $186-57.6% | $15,885-99.5% | $269-70.8% |