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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,678 |
POLLARD & ASSOCIATES, INC.4+ years Filed as: POLLARD & ASSOCIATES, INC Service code 15 · EIN 52-0909772 | Recordkeeping | $2,400 |
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 | $97,145 | $50,947+90.7% | $74,551+30.3% | $64,173+51.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.38% | -1.85%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,424 | $1,115+117.3% | $1,961+23.6% | $2,381+1.8% |
| Participant deferral / active EE | $6,053 | $2,302+163.0% | $3,108+94.7% | $3,470+74.5% |
| Admin fee / account holder | $149 | $4,221-96.5% | $5,059-97.0% | $4,887-96.9% |