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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALTERNATIVE INVESTMENT ADVISORS LLC Service code 27 · EIN 45-3834091 | Advisory (Plan) | $30,393 |
MMA SECURITIES LLC1 year Service code 27 6160 GOLDEN HILLS DR. · MINNEAPOLIS, MN 55416 | Advisory (Plan) | $15,650 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $161,352-100.0% | $134,172-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.5%-72.5pp | 80.0%-80.0pp |
| Annual return | -105.93% | 28.72%-134.6pp | 25.30%-131.2pp | 220.34%-326.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |