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| Provider | Service type | Compensation |
|---|---|---|
VONLEHMAN & COMPANY, INC.2 years Filed as: VONLEHMAN CPA & ADVISORY FIRM Service code 10 · EIN 31-0905417 | Accounting | $14,815 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $650 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,933 | $61,166+150.0% | $185,849-17.7% | $79,391+92.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.30% | 19.45%-5.1pp | 122.10%-107.8pp | 116.88%-102.6pp |
| Employer contribution / active EE | $9,498 | $2,321+309.2% | $5,169+83.8% | $2,428+291.2% |
| Participant deferral / active EE | $7,618 | $2,789+173.2% | $5,569+36.8% | $4,046+88.3% |
| Admin fee / account holder | $92 | $710-87.0% | $16,244-99.4% | $627-85.3% |