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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $77,906 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $45,937 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $26,421 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $105,514 | $91,692+15.1% | $67,561+56.2% | $77,714+35.8% |
| Participation rate | 83.4% | 76.0%+7.3pp | 72.9%+10.5pp | 70.6%+12.8pp |
| Annual return | 13.72% | 14.88%-1.2pp | 3525.44%-3511.7pp | 31.26%-17.5pp |
| Employer contribution / active EE | $5,085 | $3,188+59.5% | $2,735+85.9% | $2,727+86.5% |
| Participant deferral / active EE | $6,109 | $3,912+56.2% | $4,003+52.6% | $4,649+31.4% |
| Admin fee / account holder | $192 | $245-21.5% | $4,006-95.2% | $433-55.7% |