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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $119,326 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $15,556 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $121,944 | $93,351+30.6% | $62,929+93.8% | $79,634+53.1% |
| Participation rate | 66.3% | 74.6%-8.4pp | 73.1%-6.9pp | 62.5%+3.8pp |
| Annual return | 14.26% | 14.37%-0.1pp | 1063.93%-1049.7pp | 36.46%-22.2pp |
| Employer contribution / active EE | $3,223 | $3,135+2.8% | $2,505+28.7% | $2,529+27.4% |
| Participant deferral / active EE | $5,277 | $3,921+34.6% | $3,888+35.7% | $3,835+37.6% |
| Admin fee / account holder | $237 | $229+3.6% | $5,065-95.3% | $1,002-76.3% |