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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,830 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $7,439 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,731 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $4,268 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $333 |
Employer contribution per participant 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 | $35,880 | $73,638-51.3% | $108,410-66.9% | $79,393-54.8% |
| Participation rate | 80.3% | 77.4%+3.0pp | 80.1%+0.2pp | 70.7%+9.6pp |
| Annual return | 14.60% | 33.27%-18.7pp | 905.34%-890.7pp | 116.87%-102.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,798 | $6,218-38.9% | $6,562-42.1% | $4,046-6.1% |
| Admin fee / account holder | $149 | $638-76.6% | $7,296-98.0% | $627-76.1% |