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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $25,911 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 16 · EIN 47-0648506 PO BOX 3683 · OMAHA, NE 68108 | Consulting | $14,324 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,990 | $84,936-29.4% | $111,308-46.1% | $79,391-24.4% |
| Participation rate | 79.6% | 75.9%+3.7pp | 77.3%+2.3pp | 70.7%+8.9pp |
| Annual return | 14.86% | 17.45%-2.6pp | 54.67%-39.8pp | 116.88%-102.0pp |
| Employer contribution / active EE | $1,577 | $1,979-20.3% | $2,732-42.3% | $2,428-35.0% |
| Participant deferral / active EE | $3,072 | $3,888-21.0% | $4,487-31.5% | $4,046-24.1% |
| Admin fee / account holder | $381 | $537-29.1% | $7,965-95.2% | $627-39.2% |