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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $3,491 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $2,730 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL, NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $209 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,542 | $79,209-91.7% | $102,434-93.6% | $74,459-91.2% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 0.00% | 54.98%-55.0pp | 29.46%-29.5pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,634 | $2,362-30.8% | $3,023-45.9% | $2,626-37.8% |
| Participant deferral / active EE | $3,383 | $4,417-23.4% | $5,055-33.1% | $4,350-22.2% |
| Admin fee / account holder | $61 | $2,002-96.9% | $9,462-99.4% | $1,945-96.9% |