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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $63,497 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,508 |
FARMER & BETTS4 years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $12,174 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $250 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,175 | $79,045-31.5% | $100,378-46.0% | $74,429-27.2% |
| Participation rate | 86.9% | 79.4%+7.4pp | 81.5%+5.3pp | 67.2%+19.6pp |
| Annual return | 20.13% | 20.61%-0.5pp | 49.41%-29.3pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $14,112 | $3,015+368.0% | $3,942+258.0% | $2,625+437.6% |
| Participant deferral / active EE | $20,306 | $7,751+162.0% | $8,087+151.1% | $4,348+367.0% |
| Admin fee / account holder | $274 | $1,335-79.5% | $7,899-96.5% | $1,944-85.9% |