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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,677 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,974 |
DWC - THE 401(K) EXPERTS1 year Service code 15 · EIN 26-2091417 | Recordkeeping | $340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,028 | $45,123-53.4% | $85,240-75.3% | $74,478-71.8% |
| Participation rate | 99.2% | 49.4%+49.8pp | 67.5%+31.7pp | 67.2%+32.0pp |
| Annual return | 26.29% | 26.32%0pp | 66.75%-40.5pp | 1370.56%-1344.3pp |
| Employer contribution / active EE | $3,387 | $1,459+132.2% | $2,735+23.8% | $2,626+29.0% |
| Participant deferral / active EE | $4,800 | $2,736+75.4% | $4,527+6.0% | $4,350+10.3% |
| Admin fee / account holder | $196 | $2,215-91.1% | $6,165-96.8% | $1,946-89.9% |