Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $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 | $91,710+15.1% | $67,560+56.2% | $77,762+35.7% |
| Participation rate | 83.4% | 76.0%+7.3pp | 72.9%+10.4pp | 70.6%+12.8pp |
| Annual return | 13.72% | 14.88%-1.2pp | 3533.50%-3519.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $5,085 | $3,187+59.5% | $2,737+85.8% | $2,728+86.4% |
| Participant deferral / active EE | $6,109 | $3,911+56.2% | $4,004+52.6% | $4,651+31.3% |
| Admin fee / account holder | $192 | $245-21.7% | $3,994-95.2% | $433-55.7% |