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| Provider | Service type | Compensation |
|---|---|---|
ADRIANNA PAPELL LLC1 year Service code 35 · EIN 13-3919793 | Employee (plan sponsor) | $14,420 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,020 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,261 | $71,192-35.0% | $117,861-60.7% | $62,293-25.7% |
| Participation rate | 76.4% | 74.2%+2.1pp | 79.7%-3.3pp | 69.5%+6.9pp |
| Annual return | 13.49% | 18.66%-5.2pp | 335.11%-321.6pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,967 | $3,189+24.4% | $4,482-11.5% | $3,169+25.2% |
| Admin fee / account holder | $132 | $587-77.6% | $8,021-98.4% | $479-72.6% |