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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,476 |
401K ADVISORS INC1+ years Filed as: 401K ADVISORS, LLC Service code 27 · EIN 38-3921891 | Advisory (Plan) | $472 |
401K ADVISORS INC1+ years Filed as: FI 401K ADVISORS,LLC Service code 15 · EIN 38-3921891 | Recordkeeping | $440 |
BREWSTER & BREWSTER, INC.1+ years Service code 15 · EIN 34-1842059 | Recordkeeping | $150 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,087 | $41,854-20.9% | $73,843-55.2% | $52,331-36.8% |
| Participation rate | 29.6% | 66.2%-36.7pp | 73.4%-43.9pp | 68.1%-38.5pp |
| Annual return | -0.91% | 2.11%-3.0pp | 2267.84%-2268.8pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $673 | $2,498-73.1% | $3,583-81.2% | $3,022-77.7% |
| Admin fee / account holder | $120 | $493-75.6% | $4,880-97.5% | $592-79.7% |