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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,134 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,536 |
SETAWAY LLC2 years Service code 15 · EIN 46-5055797 | Recordkeeping | $1,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $55,470-56.1% | $155,556-84.3% | $74,478-67.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.87% | 269.80%-258.9pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,984 | $2,267-12.5% | $4,675-57.6% | $2,626-24.5% |
| Participant deferral / active EE | $1,999 | $2,838-29.6% | $5,631-64.5% | $4,350-54.0% |
| Admin fee / account holder | $244 | $1,744-86.0% | $15,885-98.5% | $1,946-87.4% |