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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $29,545 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,543 |
SMA SERVICES, INC.3 years Service code 15 · EIN 63-0868034 | Recordkeeping | $2,860 |
SMA SERVICES, INC.2 years Filed as: SMA SERVICES, INC Service code 15 | Recordkeeping | $120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,556 | $50,666+5.7% | $76,667-30.1% | $65,186-17.8% |
| Participation rate | 78.7% | 68.8%+9.9pp | 72.1%+6.6pp | 70.2%+8.5pp |
| Annual return | 22.44% | 28.51%-6.1pp | 1166.74%-1144.3pp | 29.39%-6.9pp |
| Employer contribution / active EE | $2,718 | $1,575+72.6% | $2,303+18.0% | $2,177+24.8% |
| Participant deferral / active EE | $4,226 | $2,647+59.7% | $3,336+26.7% | $3,514+20.3% |
| Admin fee / account holder | $267 | $463-42.4% | $6,423-95.8% | $847-68.5% |