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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER AND CHIARAMONTE CPAS Service code 10 · EIN 14-1624930 | Accounting | $19,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,414 |
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 | $44,922 | $66,650-32.6% | $92,915-51.7% | $67,582-33.5% |
| Participation rate | 66.6% | 72.5%-5.9pp | 76.0%-9.4pp | 71.3%-4.7pp |
| Annual return | 25.90% | 92.64%-66.7pp | 109.45%-83.6pp | 378.57%-352.7pp |
| Employer contribution / active EE | $3,976 | $2,777+43.2% | $3,653+8.8% | $2,148+85.1% |
| Participant deferral / active EE | $3,946 | $3,160+24.9% | $4,238-6.9% | $3,539+11.5% |
| Admin fee / account holder | $65 | $199-67.1% | $5,796-98.9% | $142-54.0% |