Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-1624930 | Recordkeeping | $10,548 |
MARTINDALE KEYSOR & CO PLLC2 years Service code 10 · EIN 14-1818557 | Accounting | $9,750 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,866 | $58,726+127.9% | $92,240+45.1% | $62,293+114.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.69% | 43.62%-27.9pp | 176.29%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $6,478 | $2,392+170.8% | $3,680+76.1% | $2,042+217.2% |
| Participant deferral / active EE | $2,389 | $2,766-13.6% | $3,897-38.7% | $3,169-24.6% |
| Admin fee / account holder | $103 | $556-81.4% | $5,194-98.0% | $479-78.4% |