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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $579,812 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $120 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Employer contribution per participant 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 | $82,974 | $53,204+56.0% | $155,556-46.7% | $200,096-58.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 13.78% | 41.02%-27.2pp | 64.84%-51.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $8,614 | $3,163+172.3% | $5,631+53.0% | $5,090+69.2% |
| Admin fee / account holder | $123 | $186-33.6% | $15,885-99.2% | $269-54.2% |