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| Provider | Service type | Compensation |
|---|---|---|
GRACO INTERESTS, INC.1 year Service code 35 · EIN 74-1484850 | Employee (plan sponsor) | $40,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $790 |
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 | $37,270 | $52,884-29.5% | $84,753-56.0% | $55,167-32.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.63% | 18.03%-11.4pp | 22.78%-16.2pp | 169.23%-162.6pp |
| Employer contribution / active EE | $5,397 | $2,233+141.7% | $3,574+51.0% | $1,963+175.0% |
| Participant deferral / active EE | $3,228 | $2,644+22.1% | $3,712-13.0% | $3,054+5.7% |
| Admin fee / account holder | $134 | $581-76.9% | $5,333-97.5% | $504-73.4% |