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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $35,717 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $5,840 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,387 |
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 | $83,512 | $86,341-3.3% | $125,195-33.3% | $65,186+28.1% |
| Participation rate | 65.2% | 75.3%-10.2pp | 79.8%-14.6pp | 70.2%-5.0pp |
| Annual return | 18.53% | 27.44%-8.9pp | 43.79%-25.3pp | 29.39%-10.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,200 | $3,538-9.6% | $4,937-35.2% | $3,514-8.9% |
| Admin fee / account holder | $229 | $609-62.5% | $9,704-97.6% | $847-73.0% |