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| Provider | Service type | Compensation |
|---|---|---|
ZIMON LLC1 year Service code 29 · EIN 45-5624123 | Legal | $8,951 |
CARD PALMER2 years Service code 10 · EIN 34-1599718 | Accounting | $7,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,591 | $105,198+50.8% | $159,455-0.5% | $85,856+84.7% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 13.91% | 45.08%-31.2pp | 263.63%-249.7pp | 318.58%-304.7pp |
| Employer contribution / active EE | $2,368 | $3,319-28.7% | $4,830-51.0% | $2,565-7.7% |
| Participant deferral / active EE | $8,288 | $5,946+39.4% | $7,353+12.7% | $3,952+109.7% |
| Admin fee / account holder | $152 | $6,934-97.8% | $10,800-98.6% | $6,261-97.6% |