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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,672 |
CETERA ADVISOR NETWORKS LLC2 years Service code 22 | Insurance Broker | $14,236 |
Filed as: CENTRA ADVISOR NETWORKS LLC Service code 22 · EIN 95-3845382 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,173 | $80,753-71.3% | $136,297-83.0% | $62,293-62.8% |
| Participation rate | 76.0% | 73.5%+2.5pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 23.98% | 35.83%-11.9pp | 5156.19%-5132.2pp | 28.90%-4.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,170 | $5,164+0.1% | $6,247-17.2% | $3,169+63.1% |
| Admin fee / account holder | $139 | $525-73.5% | $9,244-98.5% | $479-71.0% |