Filed April 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $69,213 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $12,285 |
RPA FINANCIAL, LLC2 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $5,260 |
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 | $6,689 | $42,367-84.2% | $79,580-91.6% | $64,819-89.7% |
| Participation rate | 97.2% | 64.7%+32.5pp | 69.5%+27.7pp | 71.5%+25.7pp |
| Annual return | -15.63% | -12.23%-3.4pp | 0.15%-15.8pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,219 | $1,181+88.0% | $2,413-8.0% | $2,507-11.5% |
| Participant deferral / active EE | $4,633 | $3,170+46.1% | $3,985+16.3% | $4,311+7.5% |
| Admin fee / account holder | $98 | $160-38.7% | $6,835-98.6% | $188-48.0% |