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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,451 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,791 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $741 |
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 | $38,070 | $46,722-18.5% | $130,660-70.9% | $65,185-41.6% |
| Participation rate | 96.9% | 60.9%+36.0pp | 71.7%+25.2pp | 70.2%+26.7pp |
| Annual return | 25.41% | 24.17%+1.2pp | 1709.29%-1683.9pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,839 | $1,488+23.6% | $4,092-55.1% | $2,177-15.5% |
| Participant deferral / active EE | $3,365 | $2,545+32.2% | $3,603-6.6% | $3,514-4.2% |
| Admin fee / account holder | $283 | $453-37.6% | $5,463-94.8% | $847-66.6% |