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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $63,072 |
DYESS & ASSOCIATES5 years Service code 10 · EIN 72-1227981 | Accounting | $8,988 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,695 | $84,499-48.3% | $125,391-65.2% | $66,949-34.7% |
| Participation rate | 91.3% | 76.4%+14.8pp | 82.4%+8.9pp | 69.8%+21.4pp |
| Annual return | -15.50% | -8.49%-7.0pp | 572.41%-587.9pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,950 | $3,554-17.0% | $4,816-38.7% | $2,545+15.9% |
| Participant deferral / active EE | $7,011 | $6,785+3.3% | $7,448-5.9% | $4,239+65.4% |
| Admin fee / account holder | $221 | $685-67.7% | $10,009-97.8% | $594-62.8% |