Filed July 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 15 · EIN 59-3163228 | Recordkeeping | $5,141 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $256 |
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 | $44,800 | $80,753-44.5% | $136,297-67.1% | $62,293-28.1% |
| Participation rate | 74.6% | 73.5%+1.1pp | 81.9%-7.3pp | 69.5%+5.1pp |
| Annual return | 30.72% | 35.83%-5.1pp | 5156.16%-5125.4pp | 28.90%+1.8pp |
| Employer contribution / active EE | $2,581 | $2,884-10.5% | $4,696-45.0% | $2,042+26.4% |
| Participant deferral / active EE | $5,359 | $5,164+3.8% | $6,247-14.2% | $3,169+69.1% |
| Admin fee / account holder | $34 | $525-93.5% | $9,244-99.6% | $479-92.9% |