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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $27,250 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,233 |
SMA SERVICES, INC.2 years Service code 15 · EIN 63-0868034 | Recordkeeping | $2,725 |
SMA SERVICES, INC.1 year Filed as: SMA SERVICES, INC Service code 15 | Recordkeeping | $415 |
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 | $43,117 | $43,504-0.9% | $68,612-37.2% | $56,289-23.4% |
| Participation rate | 81.8% | 67.8%+14.0pp | 72.2%+9.6pp | 69.9%+12.0pp |
| Annual return | -5.39% | -3.15%-2.2pp | -4.63%-0.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,418 | $1,525+124.1% | $2,625+30.2% | $2,111+61.9% |
| Participant deferral / active EE | $5,091 | $2,509+102.9% | $3,311+53.8% | $3,350+52.0% |
| Admin fee / account holder | $264 | $515-48.8% | $5,131-94.9% | $521-49.4% |