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| Provider | Service type | Compensation |
|---|---|---|
FRAGASSO FINANCIAL ADVISORS2 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $44,647 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,865 |
METRO BENEFITS, INC.4 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $9,740 |
GROSSMAN YANAK & FORD LLP2 years Filed as: GROSSMAN YANAK & FORD, LLP Service code 10 · EIN 25-1638525 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,753 | $106,236-58.8% | $112,249-61.0% | $64,819-32.5% |
| Participation rate | 86.0% | 71.7%+14.4pp | 75.1%+11.0pp | 71.5%+14.6pp |
| Annual return | -14.49% | -6.02%-8.5pp | 27.48%-42.0pp | 32.84%-47.3pp |
| Employer contribution / active EE | $1,852 | $3,166-41.5% | $3,636-49.1% | $2,507-26.1% |
| Participant deferral / active EE | $3,723 | $3,785-1.6% | $4,729-21.3% | $4,311-13.6% |
| Admin fee / account holder | $267 | $452-40.9% | $6,412-95.8% | $188+42.1% |