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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,203 |
Filed as: SCHOLZ KLEIN & FRIENDS ENLIGHTENED Service code 15 · EIN 20-0070178 | Recordkeeping | $5,648 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $41,396 | $75,183-44.9% | $123,894-66.6% | $55,167-25.0% |
| Participation rate | 83.6% | 72.8%+10.8pp | 81.4%+2.2pp | 69.0%+14.6pp |
| Annual return | 7.65% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,728 | $5,084-26.7% | $5,984-37.7% | $3,054+22.1% |
| Admin fee / account holder | $114 | $663-82.8% | $8,357-98.6% | $504-77.3% |