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| Provider | Service type | Compensation |
|---|---|---|
VONLEHMAN & COMPANY, INC.4 years Filed as: VONLEHMAN CPA & ADVISORY FIRM Service code 10 · EIN 31-0905417 | Accounting | $16,600 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,425 | $61,391+153.2% | $149,723+3.8% | $71,529+117.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.52% | 35.88%-20.4pp | 134.50%-119.0pp | 28.97%-13.5pp |
| Employer contribution / active EE | $9,778 | $2,384+310.2% | $4,821+102.8% | $2,590+277.6% |
| Participant deferral / active EE | $7,784 | $2,921+166.5% | $5,682+37.0% | $4,291+81.4% |
| Admin fee / account holder | $97 | $1,264-92.3% | $13,215-99.3% | $1,588-93.9% |