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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETRMNT SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $36,323 |
FRSCPA, PLLC4 years Filed as: FRSCPA PLLC Service code 10 · EIN 59-2482214 | Accounting | $8,000 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,744 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-2279761 | Recordkeeping | $4,962 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,155 | $27,800-59.9% | $58,507-80.9% | $71,529-84.4% |
| Participation rate | 76.9% | 34.6%+42.3pp | 50.9%+26.1pp | 67.9%+9.0pp |
| Annual return | 12.62% | 26.80%-14.2pp | 4252.32%-4239.7pp | 28.97%-16.4pp |
| Employer contribution / active EE | $78 | $632-87.7% | $1,053-92.6% | $2,590-97.0% |
| Participant deferral / active EE | $697 | $1,208-42.3% | $1,922-63.7% | $4,291-83.8% |
| Admin fee / account holder | $192 | $1,637-88.3% | $2,486-92.3% | $1,588-87.9% |