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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $40 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,369 | $65,376+42.8% | $87,100+7.2% | $65,185+43.2% |
| Participation rate | 99.6% | 75.3%+24.2pp | 76.9%+22.7pp | 70.2%+29.4pp |
| Annual return | 3.16% | 31.27%-28.1pp | 28.19%-25.0pp | 29.38%-26.2pp |
| Employer contribution / active EE | $3,022 | $1,822+65.8% | $2,521+19.9% | $2,177+38.9% |
| Participant deferral / active EE | $3,104 | $3,388-8.4% | $4,049-23.3% | $3,514-11.7% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |