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| Provider | Service type | Compensation |
|---|---|---|
VONLEHMAN & COMPANY, INC.3 years Filed as: VONLEHMAN CPA & ADVISORY FIRM Service code 10 · EIN 31-0905417 | Accounting | $15,085 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,055 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,775 | $65,125+111.6% | $143,797-4.2% | $66,949+105.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.37% | -11.13%-3.2pp | -0.04%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $8,998 | $2,362+280.9% | $4,952+81.7% | $2,545+253.5% |
| Participant deferral / active EE | $7,166 | $2,920+145.4% | $5,638+27.1% | $4,239+69.0% |
| Admin fee / account holder | $96 | $503-81.0% | $14,679-99.3% | $594-83.9% |