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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $20,250 |
SMA SERVICES, INC.1 year Service code 15 · EIN 63-0868034 | Recordkeeping | $6,128 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $2,935 |
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $2,269 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,914 |
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 | $42,467 | $50,385-15.7% | $75,501-43.8% | $62,293-31.8% |
| Participation rate | 79.9% | 67.7%+12.2pp | 72.4%+7.5pp | 69.5%+10.4pp |
| Annual return | 17.89% | 19.90%-2.0pp | 27.35%-9.5pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,038 | $1,537+97.6% | $2,352+29.2% | $2,042+48.8% |
| Participant deferral / active EE | $4,610 | $2,445+88.5% | $3,142+46.7% | $3,169+45.5% |
| Admin fee / account holder | $213 | $384-44.5% | $5,801-96.3% | $479-55.5% |