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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENBURG ROSENBLATT KULL & BITSOLI Service code 10 · EIN 04-2687094 | Accounting | $14,109 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,979 | $59,267+4.6% | $96,575-35.8% | $79,393-21.9% |
| Participation rate | 40.3% | 61.9%-21.6pp | 69.8%-29.5pp | 70.7%-30.4pp |
| Annual return | 13.21% | 27.08%-13.9pp | 37.79%-24.6pp | 116.87%-103.7pp |
| Employer contribution / active EE | $880 | $1,216-27.6% | $2,357-62.7% | $2,428-63.8% |
| Participant deferral / active EE | $1,791 | $2,947-39.2% | $3,849-53.5% | $4,046-55.7% |
| Admin fee / account holder | $91 | $659-86.2% | $6,182-98.5% | $627-85.5% |