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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $75,004 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,869 | $91,695-16.2% | $67,575+13.8% | $77,736-1.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.81% | 14.88%-3.1pp | 3528.98%-3517.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $2,384 | $3,189-25.2% | $2,736-12.8% | $2,728-12.6% |
| Participant deferral / active EE | $3,517 | $3,912-10.1% | $4,003-12.1% | $4,651-24.4% |
| Admin fee / account holder | $111 | $245-54.8% | $3,993-97.2% | $433-74.5% |