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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $179,337 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $65,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $49,875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,719 | $53,254-46.1% | $155,574-81.5% | $199,921-85.6% |
| Participation rate | 94.4% | 64.1%+30.2pp | 78.2%+16.1pp | 72.0%+22.3pp |
| Annual return | 16.04% | 41.18%-25.1pp | 64.87%-48.8pp | 34.28%-18.2pp |
| Employer contribution / active EE | $110 | $1,848-94.1% | $4,676-97.7% | $3,035-96.4% |
| Participant deferral / active EE | $3,842 | $3,165+21.4% | $5,629-31.8% | $5,089-24.5% |
| Admin fee / account holder | $70 | $186-62.5% | $15,914-99.6% | $269-74.1% |