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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 99 570 CARILLION PKWY · ST PETERSBURG, FL 33716 | Other Fees | $18,000 |
Filed as: SIGNATOR INVESTORS INC Service code 27 197 CLARENDON ST · BOSTON, MA 02116 | Advisory (Plan) | $6,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,834 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,679 | $96,458-43.3% | $136,298-59.9% | $77,958-29.9% |
| Participation rate | 71.5% | 75.4%-3.9pp | 81.9%-10.4pp | 71.6%-0.1pp |
| Annual return | 30.21% | 23.78%+6.4pp | 5156.27%-5126.1pp | 20.87%+9.3pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $8,852 | $5,902+50.0% | $6,247+41.7% | $3,537+150.3% |
| Admin fee / account holder | $29 | $80-63.4% | $9,244-99.7% | $97-69.8% |