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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURA Service code 15 · EIN 36-6071399 | Recordkeeping | $82,685 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 16 · EIN 59-1237041 | Consulting | $48,000 |
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN LLP Service code 10 · EIN 13-1610809 | Accounting | $8,925 |
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 | $26,789 | $56,095-52.2% | $178,503-85.0% | $90,274-70.3% |
| Participation rate | 95.0% | 65.6%+29.4pp | 81.9%+13.0pp | 73.4%+21.6pp |
| Annual return | 19.07% | 28.81%-9.7pp | 151.12%-132.0pp | 53.97%-34.9pp |
| Employer contribution / active EE | $892 | $1,572-43.3% | $5,011-82.2% | $2,523-64.7% |
| Participant deferral / active EE | $3,784 | $2,669+41.8% | $5,202-27.3% | $4,231-10.5% |
| Admin fee / account holder | $56 | $101-44.8% | $13,987-99.6% | $114-51.3% |