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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $60,122 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,554 | $83,045+51.2% | $130,045-3.5% | $71,511+75.6% |
| Participation rate | 94.4% | 74.1%+20.2pp | 78.5%+15.9pp | 67.9%+26.4pp |
| Annual return | 19.51% | 20.61%-1.1pp | -137.30%+156.8pp | 28.86%-9.3pp |
| Employer contribution / active EE | $4,740 | $2,623+80.7% | $4,321+9.7% | $2,589+83.1% |
| Participant deferral / active EE | $10,009 | $4,436+125.6% | $5,820+72.0% | $4,291+133.3% |
| Admin fee / account holder | $478 | $1,727-72.3% | $10,600-95.5% | $1,588-69.9% |