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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $109,035 |
Filed as: LEAFHOUSE FINANCIAL AVISORS, LLC Service code 16 · EIN 26-4311657 | Consulting | $7,841 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,193 | $95,438-58.9% | $135,982-71.2% | $74,473-47.4% |
| Participation rate | 99.4% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 15.41% | 32.61%-17.2pp | 68.32%-52.9pp | 34.36%-19.0pp |
| Employer contribution / active EE | $804 | $3,878-79.3% | $4,859-83.5% | $2,638-69.5% |
| Participant deferral / active EE | $6,386 | $7,790-18.0% | $7,760-17.7% | $4,530+41.0% |
| Admin fee / account holder | $249 | $259-3.7% | $10,767-97.7% | $347-28.2% |