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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $15,739 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $3,750 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $2,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,064 | $53,204-96.1% | $155,556-98.7% | $200,096-99.0% |
| Participation rate | 16.6% | 64.1%-47.5pp | 78.2%-61.7pp | 72.0%-55.5pp |
| Annual return | 9.27% | 41.02%-31.7pp | 64.84%-55.6pp | 34.26%-25.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $108 | $3,163-96.6% | $5,631-98.1% | $5,090-97.9% |
| Admin fee / account holder | $71 | $186-61.7% | $15,885-99.6% | $269-73.6% |