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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $19,282 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 15 · EIN 45-4813650 | Recordkeeping | $7,937 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,341 | $99,957-70.6% | $149,745-80.4% | $73,497-60.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.31% | 53.87%-36.6pp | 276.72%-259.4pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,360 | $3,191-26.0% | $4,646-49.2% | $2,270+4.0% |
| Participant deferral / active EE | $3,401 | $6,073-44.0% | $6,843-50.3% | $3,740-9.1% |
| Admin fee / account holder | $123 | $551-77.7% | $9,312-98.7% | $513-76.1% |