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| Provider | Service type | Compensation |
|---|---|---|
GORRELICK, TIEVY & ABACUS6+ years Service code 15 · EIN 52-1313169 | Recordkeeping | $11,999 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS COM Service code 15 · EIN 36-6071339 | Recordkeeping | $1,939 |
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 | $185,034 | $52,293+253.8% | $178,499+3.7% | $73,412+152.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 17.16% | 34.75%-17.6pp | 151.10%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $6,870 | $1,735+295.9% | $5,011+37.1% | $2,234+207.6% |
| Participant deferral / active EE | $6,346 | $2,332+172.1% | $5,202+22.0% | $3,806+66.8% |
| Admin fee / account holder | $40 | $127-68.8% | $13,986-99.7% | $158-74.8% |