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| Provider | Service type | Compensation |
|---|---|---|
FRAGASSO FINANCIAL ADVISORS3 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $33,765 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,848 |
METRO BENEFITS, INC.5 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $7,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,276 | $93,010-50.2% | $96,515-52.1% | $74,460-37.9% |
| Participation rate | 86.0% | 71.6%+14.5pp | 74.3%+11.7pp | 70.7%+15.3pp |
| Annual return | 13.54% | 37.50%-24.0pp | 35.73%-22.2pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,974 | $3,427-42.4% | $3,740-47.2% | $2,638-25.2% |
| Participant deferral / active EE | $3,857 | $3,971-2.9% | $4,880-21.0% | $4,530-14.9% |
| Admin fee / account holder | $262 | $633-58.7% | $6,735-96.1% | $348-24.7% |