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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,133 |
HERTZBACH & COMPANY PA1 year Filed as: HERTZBACH Service code 10 · EIN 52-1158459 | Accounting | $2,766 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,094 | $47,922-10.1% | $75,900-43.2% | $65,186-33.9% |
| Participation rate | 84.5% | 63.0%+21.5pp | 69.3%+15.2pp | 70.2%+14.3pp |
| Annual return | 20.91% | 24.12%-3.2pp | 30.73%-9.8pp | 29.39%-8.5pp |
| Employer contribution / active EE | $421 | $1,557-73.0% | $2,501-83.2% | $2,177-80.7% |
| Participant deferral / active EE | $2,710 | $2,550+6.3% | $3,604-24.8% | $3,514-22.9% |
| Admin fee / account holder | $88 | $532-83.4% | $5,421-98.4% | $847-89.6% |