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| Provider | Service type | Compensation |
|---|---|---|
PIERCE FIRM, PLLC2 years Filed as: PIERCE FIRM LLC Service code 10 · EIN 47-4595624 | Accounting | $11,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,488 | $54,573+10.8% | $90,970-33.5% | $73,493-17.7% |
| Participation rate | 48.1% | 61.2%-13.1pp | 69.0%-20.9pp | 70.7%-22.6pp |
| Annual return | 14.35% | 16.69%-2.3pp | 134.58%-120.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $449 | $991-54.7% | $2,122-78.8% | $2,270-80.2% |
| Participant deferral / active EE | $1,835 | $2,517-27.1% | $3,373-45.6% | $3,740-50.9% |
| Admin fee / account holder | $201 | $521-61.4% | $5,960-96.6% | $513-60.7% |