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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD. NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $2,743 |
TRI-STATE 401(K) ADMINISTRATORS1+ years Service code 15 · EIN 61-1374343 702-A BARRET BLVD. · HENDERSON, KY 42420 | Recordkeeping | $1,605 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,311 | $43,423-46.3% | $78,675-70.4% | $55,167-57.7% |
| Participation rate | 77.4% | 68.0%+9.3pp | 73.6%+3.8pp | 69.0%+8.4pp |
| Annual return | 7.45% | 11.53%-4.1pp | 62.19%-54.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $304 | $1,997-84.8% | $2,850-89.3% | $1,963-84.5% |
| Participant deferral / active EE | $1,468 | $2,509-41.5% | $3,517-58.3% | $3,054-51.9% |
| Admin fee / account holder | $33 | $416-92.2% | $4,510-99.3% | $504-93.5% |