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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 36-3670769 | Accounting | $25,050 |
LPL FINANCIAL3 years Service code 22 | Insurance Broker | $9,859 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,180 |
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 | $58,256 | $76,367-23.7% | $93,614-37.8% | $72,983-20.2% |
| Participation rate | 88.4% | 71.7%+16.7pp | 75.8%+12.6pp | 69.5%+18.9pp |
| Annual return | 17.06% | 25.82%-8.8pp | 32.76%-15.7pp | 81.01%-64.0pp |
| Employer contribution / active EE | $4,256 | $2,275+87.0% | $2,718+56.6% | $2,440+74.4% |
| Participant deferral / active EE | $2,049 | $3,538-42.1% | $4,069-49.6% | $3,608-43.2% |
| Admin fee / account holder | $169 | $6,838-97.5% | $7,889-97.9% | $5,124-96.7% |