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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $12,358 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,779 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $6,259 |
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 | $13,076 | $45,343-71.2% | $150,298-91.3% | $67,986-80.8% |
| Participation rate | 90.8% | 51.9%+38.9pp | 77.8%+13.0pp | 57.2%+33.6pp |
| Annual return | 18.45% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,351 | $1,462-7.6% | $4,154-67.5% | $2,019-33.1% |
| Participant deferral / active EE | $2,037 | $2,055-0.9% | $5,453-62.6% | $3,358-39.3% |
| Admin fee / account holder | $158 | $2,250-93.0% | $14,116-98.9% | $3,203-95.1% |