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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADMINISTRATOR PLANNING SERVICES, IN Service code 15 · EIN 52-1353934 | Recordkeeping | $10,453 |
ELLIN & TUCKER, CHARTERED2+ years Service code 10 · EIN 52-0959934 | Accounting | $6,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,971 | $30,599-34.7% | $74,577-73.2% | $57,658-65.4% |
| Participation rate | 60.3% | 49.1%+11.2pp | 68.1%-7.8pp | 70.2%-9.9pp |
| Annual return | 5.32% | 14.24%-8.9pp | 20.47%-15.1pp | 5.13%+0.2pp |
| Employer contribution / active EE | $327 | $1,000-67.3% | $2,525-87.1% | $1,974-83.4% |
| Participant deferral / active EE | $786 | $1,805-56.4% | $3,458-77.3% | $3,061-74.3% |
| Admin fee / account holder | $33 | $98-66.8% | $4,138-99.2% | $95-65.5% |