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| Provider | Service type | Compensation |
|---|---|---|
IANNUZZI MANETTA & CO1 year Filed as: LANNUZZI MANETTA CPAS & ADVISORS Service code 10 · EIN 38-3145137 | Accounting | $13,438 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,895 |
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 | $42,744 | $72,273-40.9% | $101,275-57.8% | $79,856-46.5% |
| Participation rate | 69.8% | 68.5%+1.4pp | 75.8%-6.0pp | 69.6%+0.2pp |
| Annual return | 12.25% | 22.30%-10.0pp | 46.48%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,865 | $2,691-30.7% | $3,660-49.0% | $2,471-24.5% |
| Participant deferral / active EE | $4,113 | $3,282+25.3% | $4,371-5.9% | $3,741+10.0% |
| Admin fee / account holder | $199 | $4,401-95.5% | $5,948-96.6% | $5,306-96.2% |