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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $4,486 |
Filed as: TRANSAMERICA Service code 12 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Claims processing; Account maintenanc... | $4,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,635 | $47,766-81.9% | $82,763-89.6% | $64,824-86.7% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.6%+25.3pp | 71.5%+26.3pp |
| Annual return | -13.86% | -13.06%-0.8pp | 702.45%-716.3pp | 32.84%-46.7pp |
| Employer contribution / active EE | $544 | $2,182-75.1% | $3,008-81.9% | $2,507-78.3% |
| Participant deferral / active EE | $218 | $3,332-93.5% | $4,395-95.0% | $4,311-95.0% |
| Admin fee / account holder | $26 | $143-81.7% | $5,325-99.5% | $188-86.1% |