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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $59,016 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES INC Service code 21 · EIN 34-1310124 | Bank Trustee | $3,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,440 | $84,499-3.6% | $125,391-35.1% | $66,949+21.6% |
| Participation rate | 97.5% | 76.4%+21.1pp | 82.4%+15.1pp | 69.8%+27.7pp |
| Annual return | -16.17% | -8.49%-7.7pp | 572.41%-588.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $4,264 | $3,554+20.0% | $4,816-11.4% | $2,545+67.5% |
| Participant deferral / active EE | $4,681 | $6,785-31.0% | $7,448-37.2% | $4,239+10.4% |
| Admin fee / account holder | $434 | $685-36.7% | $10,009-95.7% | $594-26.9% |