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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADMINISTRATOR PLANNING SERVICES, IN Service code 15 · EIN 52-1353934 | Recordkeeping | $6,635 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,342 |
ELLIN & TUCKER, CHARTERED3+ years Service code 10 · EIN 52-0959934 | Accounting | $2,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,163 | $31,424-48.6% | $81,473-80.2% | $69,631-76.8% |
| Participation rate | 70.1% | 50.8%+19.2pp | 68.0%+2.1pp | 70.7%-0.6pp |
| Annual return | 12.31% | 22.44%-10.1pp | 38.78%-26.5pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $328 | $1,029-68.2% | $2,568-87.2% | $2,032-83.9% |
| Participant deferral / active EE | $953 | $1,838-48.2% | $3,537-73.1% | $3,224-70.5% |
| Admin fee / account holder | $22 | $103-78.2% | $4,561-99.5% | $110-79.8% |