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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $31,000 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $6,240 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,786 | $54,674+294.7% | $76,089+183.6% | $74,429+189.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 14.32% | 31.89%-17.6pp | 360.94%-346.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $10,052 | $1,781+464.4% | $2,690+273.7% | $2,625+283.0% |
| Participant deferral / active EE | $14,753 | $3,071+380.4% | $4,259+246.4% | $4,348+239.3% |
| Admin fee / account holder | $247 | $2,238-89.0% | $6,418-96.2% | $1,944-87.3% |