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| Provider | Service type | Compensation |
|---|---|---|
RINA ACCOUNTANCY CORPORATION2 years Service code 10 · EIN 94-3158857 | Accounting | $10,750 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $7,187 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,520 |
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 | $92,727 | $73,102+26.8% | $123,553-24.9% | $56,289+64.7% |
| Participation rate | 89.9% | 74.3%+15.6pp | 82.3%+7.6pp | 69.9%+20.0pp |
| Annual return | -6.92% | 3.01%-9.9pp | 119.21%-126.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,128 | $2,977-62.1% | $4,628-75.6% | $2,111-46.6% |
| Participant deferral / active EE | $5,868 | $5,423+8.2% | $6,426-8.7% | $3,350+75.2% |
| Admin fee / account holder | $99 | $554-82.2% | $9,284-98.9% | $521-81.0% |