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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 64 · EIN 31-6134953 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping Fees | $27,409 |
UMR4+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $18,917 |
MANLEY BURKE1 year Service code 29 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $11,152 |
FRANK N HESTAND CPA PSC4+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,329 | $66,601-86.0% | $92,909-90.0% | $67,579-86.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 5.83% | 92.58%-86.7pp | 109.44%-103.6pp | 378.56%-372.7pp |
| Employer contribution / active EE | $2,423 | $2,775-12.7% | $3,653-33.7% | $2,148+12.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $71 | $199-64.3% | $5,795-98.8% | $142-50.1% |