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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $6,554 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,418 | $65,118-77.9% | $76,766-81.2% | $55,725-74.1% |
| Participation rate | 86.9% | 79.6%+7.3pp | 77.0%+9.9pp | 70.9%+16.0pp |
| Annual return | 6.74% | -1.27%+8.0pp | 2.43%+4.3pp | 244.93%-238.2pp |
| Employer contribution / active EE | $334 | $1,941-82.8% | $2,485-86.6% | $2,078-83.9% |
| Participant deferral / active EE | $2,371 | $3,688-35.7% | $3,851-38.5% | $3,356-29.4% |
| Admin fee / account holder | $23 | $116-80.0% | $6,675-99.7% | $115-79.9% |