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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,268 |
POLLARD & ASSOCIATES, INC.5+ years Filed as: POLLARD & ASSOCIATES, INC Service code 15 · EIN 52-0909772 | Recordkeeping | $1,950 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,162 | $58,493+115.7% | $84,023+50.2% | $72,976+72.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.11% | 28.93%-7.8pp | 71.32%-50.2pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,454 | $1,163+111.0% | $1,984+23.7% | $2,440+0.6% |
| Participant deferral / active EE | $6,496 | $2,394+171.4% | $3,239+100.5% | $3,608+80.1% |
| Admin fee / account holder | $300 | $4,569-93.4% | $6,102-95.1% | $5,124-94.1% |