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| Provider | Service type | Compensation |
|---|---|---|
FRAGASSO FINANCIAL ADVISORS4 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $36,521 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,576 |
METRO BENEFITS, INC.6 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $2,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,054 | $82,979-38.5% | $102,383-50.1% | $77,714-34.3% |
| Participation rate | 87.4% | 71.5%+15.8pp | 74.5%+12.8pp | 70.6%+16.8pp |
| Annual return | 12.64% | 19.11%-6.5pp | 24.94%-12.3pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,903 | $3,554-46.4% | $3,870-50.8% | $2,727-30.2% |
| Participant deferral / active EE | $3,888 | $4,109-5.4% | $5,060-23.2% | $4,649-16.4% |
| Admin fee / account holder | $116 | $639-81.8% | $8,391-98.6% | $433-73.2% |