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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,440 |
PRIME BENEFITS, INC.3 years Service code 15 · EIN 52-2204662 | Recordkeeping | $19,391 |
Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $4,763 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,001 | $34,634-71.1% | $77,096-87.0% | $64,819-84.6% |
| Participation rate | 87.0% | 49.8%+37.1pp | 67.9%+19.0pp | 71.5%+15.5pp |
| Annual return | -10.41% | -5.31%-5.1pp | 42.35%-52.8pp | 32.84%-43.2pp |
| Employer contribution / active EE | $337 | $1,385-75.7% | $2,814-88.0% | $2,507-86.6% |
| Participant deferral / active EE | $1,723 | $2,553-32.5% | $4,429-61.1% | $4,311-60.0% |
| Admin fee / account holder | $50 | $178-72.1% | $5,428-99.1% | $188-73.5% |