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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 13-3689044 | Recordkeeping | $105,364 |
NATIONAL ADMINISTRATION, INC.1+ years Service code 15 · EIN 39-1967492 | Recordkeeping | $11,637 |
SVA CERTIFIED PUBLIC ACCOUNTANTS1+ years Filed as: SVA CERTIFIED PUBLIC ACCOUNTS SC Service code 10 · EIN 39-1203191 | Accounting | $3,500 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS Service code 22 · EIN 41-1416330 | Insurance Broker | $0 |
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 | $55,840 | $111,608-50.0% | $177,848-68.6% | $73,412-23.9% |
| Participation rate | 74.5% | 87.9%-13.3pp | 87.7%-13.2pp | 72.2%+2.4pp |
| Annual return | 20.14% | 18.23%+1.9pp | 48.33%-28.2pp | 59.30%-39.2pp |
| Employer contribution / active EE | $2,144 | $3,796-43.5% | $5,919-63.8% | $2,234-4.0% |
| Participant deferral / active EE | $4,384 | $6,199-29.3% | $7,714-43.2% | $3,806+15.2% |
| Admin fee / account holder | $181 | $166+9.2% | $12,431-98.5% | $158+14.5% |