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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $19,688 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,694 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,169 | $65,246+24.4% | $98,716-17.8% | $67,986+19.4% |
| Participation rate | 97.4% | 51.4%+46.0pp | 69.3%+28.1pp | 57.2%+40.2pp |
| Annual return | 13.84% | 20.58%-6.7pp | 31.81%-18.0pp | 31.67%-17.8pp |
| Employer contribution / active EE | $3,871 | $1,042+271.5% | $2,279+69.9% | $2,019+91.8% |
| Participant deferral / active EE | $5,520 | $2,594+112.8% | $4,048+36.4% | $3,358+64.4% |
| Admin fee / account holder | $147 | $4,561-96.8% | $8,703-98.3% | $3,203-95.4% |