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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $10,231 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $4,824 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $867 |
Filed as: FIDELITY INVESTMENTS INST. OPER. Service code 37 · EIN 04-2647786 | Loan Processing | $263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,560 | $91,439+13.3% | $135,974-23.8% | $71,511+44.8% |
| Participation rate | 97.0% | 75.7%+21.3pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 21.01% | 29.90%-8.9pp | 68.30%-47.3pp | 28.86%-7.8pp |
| Employer contribution / active EE | $3,309 | $3,705-10.7% | $4,859-31.9% | $2,589+27.8% |
| Participant deferral / active EE | $9,420 | $7,093+32.8% | $7,760+21.4% | $4,291+119.5% |
| Admin fee / account holder | $87 | $1,267-93.1% | $10,767-99.2% | $1,588-94.5% |