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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $237,469 |
Filed as: SKIDMORE AND OLAUSSON Service code 10 · EIN 20-8950260 | Accounting | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,166 | $37,418-54.1% | $77,100-77.7% | $77,906-78.0% |
| Participation rate | 75.4% | 46.9%+28.4pp | 67.9%+7.4pp | 73.7%+1.7pp |
| Annual return | -32.69% | -7.13%-25.6pp | 42.35%-75.0pp | 12.16%-44.8pp |
| Employer contribution / active EE | $1,320 | $1,200+10.0% | $2,815-53.1% | $2,846-53.6% |
| Participant deferral / active EE | $2,992 | $2,572+16.3% | $4,430-32.5% | $4,805-37.7% |
| Admin fee / account holder | $101 | $126-20.2% | $5,443-98.2% | $133-24.1% |