Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 31-1281022 | Recordkeeping | $80,810 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $15,292 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $9,456 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,846 | $80,177-84.0% | $123,893-89.6% | $57,658-77.7% |
| Participation rate | 95.5% | 74.4%+21.1pp | 81.4%+14.1pp | 70.2%+25.3pp |
| Annual return | 22.23% | 17.90%+4.3pp | 47.52%-25.3pp | 5.13%+17.1pp |
| Employer contribution / active EE | $6 | $2,913-99.8% | $4,617-99.9% | $1,974-99.7% |
| Participant deferral / active EE | $5,967 | $5,130+16.3% | $5,984-0.3% | $3,061+95.0% |
| Admin fee / account holder | $86 | $106-19.2% | $8,357-99.0% | $95-9.2% |