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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $49,228 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $25,990 |
RPA FINANCIAL, LLC4+ years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,011 | $62,686-53.7% | $178,540-83.8% | $77,736-62.7% |
| Participation rate | 44.9% | 66.9%-22.0pp | 77.1%-32.2pp | 70.6%-25.7pp |
| Annual return | 17.36% | 16.16%+1.2pp | 27.15%-9.8pp | 31.26%-13.9pp |
| Employer contribution / active EE | $1,818 | $1,914-5.0% | $3,953-54.0% | $2,728-33.4% |
| Participant deferral / active EE | $3,070 | $4,224-27.3% | $6,281-51.1% | $4,651-34.0% |
| Admin fee / account holder | $277 | $386-28.3% | $10,424-97.3% | $433-36.1% |