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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $19,603 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $18,482 |
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 | $72,410 | $72,027+0.5% | $185,861-61.0% | $79,856-9.3% |
| Participation rate | 86.0% | 65.8%+20.3pp | 78.0%+8.0pp | 69.6%+16.4pp |
| Annual return | 17.67% | 23.13%-5.5pp | 35.96%-18.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $4,971 | $1,965+153.0% | $4,088+21.6% | $2,471+101.2% |
| Participant deferral / active EE | $6,562 | $3,780+73.6% | $5,634+16.5% | $3,741+75.4% |
| Admin fee / account holder | $211 | $4,513-95.3% | $9,503-97.8% | $5,306-96.0% |