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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: MEANS & ASSOCIATES, LLC Service code 15 · EIN 33-0802604 | Recordkeeping | $3,570 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,337 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,110 | $51,244-25.6% | $80,977-52.9% | $55,167-30.9% |
| Participation rate | 77.0% | 71.7%+5.3pp | 75.8%+1.1pp | 69.0%+8.0pp |
| Annual return | 18.77% | 17.39%+1.4pp | 17.11%+1.7pp | 169.23%-150.5pp |
| Employer contribution / active EE | $6,976 | $1,770+294.1% | $3,715+87.8% | $1,963+255.4% |
| Participant deferral / active EE | $13,403 | $4,418+203.4% | $5,696+135.3% | $3,054+338.8% |
| Admin fee / account holder | $20 | $398-95.1% | $5,517-99.6% | $504-96.1% |