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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $93,357 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $14,815 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $105,454 | $91,695+15.0% | $67,575+56.1% | $77,736+35.7% |
| Participation rate | 62.5% | 76.0%-13.6pp | 72.9%-10.4pp | 70.6%-8.1pp |
| Annual return | 11.70% | 14.88%-3.2pp | 3528.98%-3517.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $2,922 | $3,189-8.4% | $2,736+6.8% | $2,728+7.1% |
| Participant deferral / active EE | $4,751 | $3,912+21.4% | $4,003+18.7% | $4,651+2.2% |
| Admin fee / account holder | $181 | $245-25.8% | $3,993-95.5% | $433-58.1% |