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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $35,379 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $9,200 |
Service code 15 · EIN 99-0493155 365 E. AVENIDA DE LOS ARBOLES, #265 · THOUSAND OAKS, CA 91360 | Recordkeeping | $8,330 |
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 | $33,199 | $45,343-26.8% | $150,298-77.9% | $67,986-51.2% |
| Participation rate | 73.1% | 51.9%+21.3pp | 77.8%-4.6pp | 57.2%+15.9pp |
| Annual return | 15.01% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $10 | $1,462-99.3% | $4,154-99.8% | $2,019-99.5% |
| Participant deferral / active EE | $1,879 | $2,055-8.6% | $5,453-65.5% | $3,358-44.0% |
| Admin fee / account holder | $221 | $2,250-90.2% | $14,116-98.4% | $3,203-93.1% |