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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $141,520 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $48,750 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $35,280 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 16 · EIN 59-1237041 | Consulting | $12,000 |
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 | $25,843 | $50,150-48.5% | $149,723-82.7% | $80,169-67.8% |
| Participation rate | 96.0% | 64.3%+31.7pp | 78.8%+17.3pp | 72.9%+23.1pp |
| Annual return | 18.11% | 29.80%-11.7pp | 134.50%-116.4pp | 40.39%-22.3pp |
| Employer contribution / active EE | $308 | $1,868-83.5% | $4,821-93.6% | $2,978-89.7% |
| Participant deferral / active EE | $4,128 | $3,195+29.2% | $5,682-27.4% | $5,016-17.7% |
| Admin fee / account holder | $61 | $153-60.0% | $13,215-99.5% | $145-57.9% |