Filed September 22, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Shareho... | $463,471 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $87,753 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $27,563 |
Filed as: HUB INVESTMENT PARTNERS LLC Service code 27 · EIN 84-4758315 | Advisory (Plan) | $16,474 |
PATHWAYS ADVISORY GROUP INC10+ years Service code 27 · EIN 20-8811410 | Advisory (Plan) | $12,138 |
REGENCY INVESTMENT ADVISORS2 years Service code 27 · EIN 77-0344391 | Advisory (Plan) | $10,819 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,711 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $138,452 | $53,254+160.0% | $155,574-11.0% | $199,921-30.7% |
| Participation rate | 79.4% | 64.1%+15.3pp | 78.2%+1.2pp | 72.0%+7.4pp |
| Annual return | 11.95% | 41.18%-29.2pp | 64.87%-52.9pp | 34.28%-22.3pp |
| Employer contribution / active EE | $5,105 | $1,848+176.3% | $4,676+9.2% | $3,035+68.2% |
| Participant deferral / active EE | $6,403 | $3,165+102.3% | $5,629+13.8% | $5,089+25.8% |
| Admin fee / account holder | $142 | $186-23.6% | $15,914-99.1% | $269-47.3% |