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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $34,669 |
RETIREMENT STRATEGIES, INC.3 years Service code 15 · EIN 58-2380163 | Recordkeeping | $7,863 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,612 |
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 | $69,015 | $66,302+4.1% | $110,243-37.4% | $56,289+22.6% |
| Participation rate | 63.2% | 74.9%-11.7pp | 79.8%-16.6pp | 69.9%-6.6pp |
| Annual return | -3.94% | -1.18%-2.8pp | 314.76%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,643 | $2,047+29.1% | $3,827-30.9% | $2,111+25.2% |
| Participant deferral / active EE | $3,320 | $3,381-1.8% | $4,672-28.9% | $3,350-0.9% |
| Admin fee / account holder | $187 | $698-73.2% | $8,548-97.8% | $521-64.1% |