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| Provider | Service type | Compensation |
|---|---|---|
GORRELICK, TIEVY & ABACUS2+ years Service code 15 · EIN 52-1313169 | Recordkeeping | $15,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS COM Service code 15 · EIN 36-6071339 | Recordkeeping | $1,970 |
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 | $121,021 | $46,732+159.0% | $156,551-22.7% | $55,167+119.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.09% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,814 | $2,105+176.2% | $5,501+5.7% | $1,963+196.2% |
| Participant deferral / active EE | $5,730 | $2,204+159.9% | $4,871+17.6% | $3,054+87.6% |
| Admin fee / account holder | $37 | $418-91.1% | $13,028-99.7% | $504-92.6% |