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| Provider | Service type | Compensation |
|---|---|---|
GORRELICK, TIEVY & ABACUS3+ years Service code 15 · EIN 52-1313169 | Recordkeeping | $12,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS COM Service code 15 · EIN 36-6071339 | Recordkeeping | $2,488 |
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 | $135,135 | $46,173+192.7% | $170,435-20.7% | $69,631+94.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.61% | 21.62%-6.0pp | 205.94%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $6,431 | $1,610+299.5% | $5,432+18.4% | $2,032+216.5% |
| Participant deferral / active EE | $5,418 | $2,080+160.5% | $4,939+9.7% | $3,224+68.1% |
| Admin fee / account holder | $46 | $116-60.2% | $13,881-99.7% | $110-58.2% |