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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $9,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,080 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,819 | $59,535+92.9% | $90,160+27.3% | $62,292+84.3% |
| Participation rate | 77.6% | 73.0%+4.6pp | 76.9%+0.8pp | 69.5%+8.1pp |
| Annual return | 14.09% | 23.53%-9.4pp | 34.88%-20.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $542 | $1,826-70.3% | $3,318-83.7% | $2,042-73.5% |
| Participant deferral / active EE | $3,632 | $4,639-21.7% | $5,288-31.3% | $3,169+14.6% |
| Admin fee / account holder | $166 | $337-50.8% | $5,943-97.2% | $479-65.5% |