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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $75,004 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,869 | $91,621-16.1% | $67,511+13.9% | $77,671-1.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.81% | 14.87%-3.1pp | 3517.41%-3505.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,384 | $3,184-25.1% | $2,733-12.7% | $2,726-12.6% |
| Participant deferral / active EE | $3,517 | $3,906-10.0% | $4,000-12.1% | $4,648-24.3% |
| Admin fee / account holder | $111 | $176-37.2% | $3,999-97.2% | $430-74.3% |