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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,976 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,694 | $61,166-76.0% | $185,849-92.1% | $79,391-81.5% |
| Participation rate | 79.3% | 66.6%+12.7pp | 81.7%-2.4pp | 70.7%+8.6pp |
| Annual return | 12.57% | 19.45%-6.9pp | 122.10%-109.5pp | 116.88%-104.3pp |
| Employer contribution / active EE | $2,757 | $2,321+18.8% | $5,169-46.7% | $2,428+13.6% |
| Participant deferral / active EE | $1,817 | $2,789-34.8% | $5,569-67.4% | $4,046-55.1% |
| Admin fee / account holder | $64 | $710-91.0% | $16,244-99.6% | $627-89.8% |