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| Provider | Service type | Compensation |
|---|---|---|
GORRELICK, TIEVY & ABACUS4+ years Service code 15 · EIN 52-1313169 | Recordkeeping | $12,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS COM Service code 15 · EIN 36-6071339 | Recordkeeping | $2,530 |
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 | $132,315 | $37,196+255.7% | $154,111-14.1% | $55,725+137.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.28% | 1319.68%-1325.0pp | 735.18%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $6,797 | $1,614+321.1% | $5,298+28.3% | $2,078+227.1% |
| Participant deferral / active EE | $6,210 | $2,068+200.3% | $5,081+22.2% | $3,356+85.1% |
| Admin fee / account holder | $46 | $102-55.2% | $13,411-99.7% | $115-60.5% |