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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $67,954 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES INC Service code 21 · EIN 34-1310124 | Bank Trustee | $1,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,976 | $104,479-11.0% | $159,474-41.7% | $79,391+17.1% |
| Participation rate | 97.4% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.7pp |
| Annual return | 14.05% | 67.98%-53.9pp | 263.68%-249.6pp | 116.88%-102.8pp |
| Employer contribution / active EE | $2,261 | $3,417-33.8% | $4,831-53.2% | $2,428-6.9% |
| Participant deferral / active EE | $4,685 | $6,468-27.6% | $7,353-36.3% | $4,046+15.8% |
| Admin fee / account holder | $510 | $711-28.3% | $10,802-95.3% | $627-18.6% |