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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $17,365 |
NOVA 401(K) ASSOCIATES1+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $6,131 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $3,951 |
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 | $32,064 | $33,745-5.0% | $64,105-50.0% | $55,191-41.9% |
| Participation rate | 88.7% | 59.4%+29.4pp | 68.2%+20.5pp | 69.2%+19.6pp |
| Annual return | -0.57% | 4.95%-5.5pp | 791.24%-791.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,119 | $641+74.6% | $1,820-38.5% | $1,899-41.1% |
| Participant deferral / active EE | $3,598 | $1,929+86.5% | $2,822+27.5% | $3,046+18.1% |
| Admin fee / account holder | $65 | $94-31.4% | $4,499-98.6% | $91-28.7% |