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| Provider | Service type | Compensation |
|---|---|---|
HACKER NELSON & CO4 years Service code 10 · EIN 42-1040336 | Accounting | $12,950 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,128 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,433 | $79,209+102.5% | $102,434+56.6% | $74,459+115.5% |
| Participation rate | 82.0% | 74.8%+7.2pp | 76.5%+5.5pp | 67.2%+14.7pp |
| Annual return | 38.12% | 54.98%-16.9pp | 29.46%+8.7pp | 1369.70%-1331.6pp |
| Employer contribution / active EE | $3,796 | $2,362+60.7% | $3,023+25.5% | $2,626+44.5% |
| Participant deferral / active EE | $2,335 | $4,417-47.1% | $5,055-53.8% | $4,350-46.3% |
| Admin fee / account holder | $104 | $2,002-94.8% | $9,462-98.9% | $1,945-94.7% |