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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant communication; Finders' f... | $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 | $86,795+40.5% | $67,681+80.2% | $64,728+88.4% |
| Participation rate | 66.3% | 71.7%-5.4pp | 73.7%-7.5pp | 57.9%+8.4pp |
| Annual return | 14.26% | 12.58%+1.7pp | 590.58%-576.3pp | 49.38%-35.1pp |
| Employer contribution / active EE | $3,223 | $2,837+13.6% | $2,678+20.3% | $2,243+43.7% |
| Participant deferral / active EE | $5,277 | $3,430+53.9% | $3,976+32.7% | $2,729+93.3% |
| Admin fee / account holder | $237 | $238-0.3% | $6,100-96.1% | $1,145-79.3% |