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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADMINISTRATOR PLANNING SERVICES, IN Service code 15 · EIN 52-1353934 | Recordkeeping | $29,104 |
ELLIN & TUCKER, CHARTERED4+ years Service code 10 · EIN 52-0959934 | Accounting | $22,666 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,706 |
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 | $14,588 | $44,473-67.2% | $76,518-80.9% | $55,725-73.8% |
| Participation rate | 76.2% | 51.0%+25.3pp | 68.0%+8.2pp | 70.9%+5.4pp |
| Annual return | -3.96% | -2.01%-1.9pp | -0.27%-3.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $310 | $1,101-71.9% | $2,647-88.3% | $2,078-85.1% |
| Participant deferral / active EE | $1,161 | $1,988-41.6% | $3,836-69.7% | $3,356-65.4% |
| Admin fee / account holder | $105 | $134-21.4% | $4,849-97.8% | $115-8.4% |