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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER AND CHIARAMONTE CPAS Service code 15 · EIN 14-1624930 | Recordkeeping | $9,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,994 | $60,545-24.0% | $92,240-50.1% | $69,631-33.9% |
| Participation rate | 54.1% | 72.2%-18.1pp | 76.5%-22.4pp | 70.7%-16.6pp |
| Annual return | 19.64% | 19.71%-0.1pp | 176.29%-156.6pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,336 | $2,633-49.3% | $3,680-63.7% | $2,032-34.3% |
| Participant deferral / active EE | $2,264 | $2,828-19.9% | $3,897-41.9% | $3,224-29.8% |
| Admin fee / account holder | $79 | $145-45.8% | $5,194-98.5% | $110-28.9% |