Filed October 27, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 10 · EIN 36-6071399 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Accounting | $9,126 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Insurance Broker | $0 |
SECURITY ADMINISTRATORS, INC.1+ years Service code 15 · EIN 16-1209645 105 COURT STREET · BINGHAMTON, NY 139021625 | Recordkeeping | $0 |
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 | $14,979 | $46,360-67.7% | $147,618-89.9% | $52,331-71.4% |
| Participation rate | 60.7% | 64.9%-4.2pp | 84.6%-23.9pp | 68.1%-7.4pp |
| Annual return | 3.45% | 1.62%+1.8pp | 61.98%-58.5pp | 4.54%-1.1pp |
| Employer contribution / active EE | $707 | $2,126-66.8% | $5,565-87.3% | $1,882-62.4% |
| Participant deferral / active EE | $1,083 | $2,258-52.0% | $4,895-77.9% | $3,022-64.2% |
| Admin fee / account holder | $96 | $766-87.5% | $11,612-99.2% | $592-83.8% |